Corient Capital Partners’s SVB Financial Group SIVB Stock Holding History

Corient Capital Partners’s Portfolio SIVB Stock Details SIVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$547K	Hold	1,386	–	–	0.04%	319
2022 Q2	$547K	Buy	1,386 +226	+19%	+$106K	0.04%	328
2022 Q1	$649K	Buy	1,160 +59	+5%	+$35.8K	0.04%	335
2021 Q4	$747K	Buy	1,101 +14	+1%	+$9.86K	0.05%	291
2021 Q3	$703K	Buy	1,087 +30	+3%	+$17.4K	0.05%	283
2021 Q2	$588K	Buy	1,057 +107	+11%	+$59.4K	0.04%	324
2021 Q1	$469K	Buy	950 +46	+5%	+$22.6K	0.04%	331
2020 Q4	$350K	Sell	904 -7	-0.8%	-$2.27K	0.04%	344
2020 Q3	$219K	Sell	911 -38	-4%	-$8.94K	0.03%	422
2020 Q2	$205K	Buy	+949	New	+$183K	0.03%	434

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Capital Partners's SIVB Position: Q3 2022 in Review

Corient Capital Partners held its SVB Financial Group (SIVB) position steady in Q3 2022 at 1,386 shares worth $547K. The position accounts for 0.04% of the portfolio, ranked #319.

Corient Capital Partners first reported a position in SIVB in Q2 2020 and has held it in 10 quarters since. The position peaked at $747K in Q4 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

Corient Capital Partners held 1,386 shares of SVB Financial Group worth $547K as of Q3 2022.
Corient Capital Partners left its SVB Financial Group share count unchanged in Q3 2022.
SVB Financial Group made up 0.04% of Corient Capital Partners's portfolio in Q3 2022, its #319 holding.
Corient Capital Partners first reported a position in SVB Financial Group in Q2 2020 and has held it in 10 quarters since.
Corient Capital Partners's SVB Financial Group position peaked at $747K in Q4 2021.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.