DM
SIVB

Delphi Management’s SVB Financial Group SIVB Stock Holding History

Delphi Management’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
Q3 		$1.31M Sell
6,274
-392
-6% -$82.1K 1.27% 42
2019
Q2 		$1.5M Buy
6,666
+733
+12% +$170K 1.34% 27
2019
Q1 		$1.32M Buy
+5,933
New +$1.38M 1.22% 45

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Delphi Management's SIVB Position: Q3 2019 in Review

Delphi Management reduced its SVB Financial Group (SIVB) stake by 5.9% in Q3 2019, selling an estimated $82.1K and leaving 6,274 shares worth $1.31M. The position accounts for 1.27% of the portfolio, ranked #42.

Delphi Management first reported a position in SIVB in Q1 2019 and has held it in 3 quarters since. The position peaked at $1.5M in Q2 2019. 546 funds tracked by Wall St. Rank hold SIVB as of Q3 2019.

  • Delphi Management held 6,274 shares of SVB Financial Group worth $1.31M as of Q3 2019.
  • Delphi Management sold 392 SVB Financial Group shares in Q3 2019, an estimated $82.1K.
  • SVB Financial Group made up 1.27% of Delphi Management's portfolio in Q3 2019, its #42 holding.
  • Delphi Management first reported a position in SVB Financial Group in Q1 2019 and has held it in 3 quarters since.
  • Delphi Management's SVB Financial Group position peaked at $1.5M in Q2 2019.
  • 546 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2019.

Based on Delphi Management's 13F filing for Q3 2019, filed 7 Oct 2019.