De Burlo Group’s SVB Financial Group SIVB Stock Holding History

De Burlo Group’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
2019 Q2	–	Sell	-49,350	Closed	-$11M	–	102
2019 Q1	$11M	Buy	+49,350	New	+$11.5M	2.21%	19
2018 Q4	–	Sell	-26,850	Closed	-$8.35M	–	123
2018 Q3	$8.35M	Sell	26,850 -15,600	-37%	-$4.92M	1.57%	19
2018 Q2	$12.3M	Sell	42,450 -24,650	-37%	-$7.24M	2.59%	11
2018 Q1	$16.1M	Buy	67,100 +16,000	+31%	+$4.02M	3.51%	6
2017 Q4	$11.9M	Buy	51,100 +42,200	+474%	+$8.99M	2.42%	12
2017 Q3	$1.67M	Buy	+8,900	New	+$1.57M	0.37%	61

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

De Burlo Group's SIVB Position: Q2 2019 in Review

De Burlo Group sold out of SVB Financial Group (SIVB) in Q2 2019, closing a stake of 49,350 shares — an estimated $11M sold.

De Burlo Group first reported a position in SIVB in Q3 2017 and held it in 6 quarters. The position peaked at $16.1M in Q1 2018. 547 funds tracked by Wall St. Rank hold SIVB as of Q2 2019.

De Burlo Group reported no remaining SVB Financial Group position as of Q2 2019 after selling out during the quarter.
De Burlo Group sold 49,350 SVB Financial Group shares in Q2 2019, an estimated $11M.
De Burlo Group first reported a position in SVB Financial Group in Q3 2017 and held it in 6 quarters.
De Burlo Group's SVB Financial Group position peaked at $16.1M in Q1 2018.
547 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2019.

Based on De Burlo Group's 13F filing for Q2 2019, filed 7 Aug 2019.