Denali Advisors’s SVB Financial Group SIVB Stock Holding History

Denali Advisors’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
2021 Q1	–	Sell	-70	Closed	-$27K	–	446
2020 Q4	$27K	Buy	+70	New	+$22.7K	﹤0.01%	306

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

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

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Denali Advisors's SIVB Position: Q1 2021 in Review

Denali Advisors sold out of SVB Financial Group (SIVB) in Q1 2021, closing a stake of 70 shares — an estimated $27K sold.

Denali Advisors first reported a position in SIVB in Q4 2020 and held it in 1 quarter. The position peaked at $27K in Q4 2020. 714 funds tracked by Wall St. Rank hold SIVB as of Q1 2021.

Denali Advisors reported no remaining SVB Financial Group position as of Q1 2021 after selling out during the quarter.
Denali Advisors sold 70 SVB Financial Group shares in Q1 2021, an estimated $27K.
Denali Advisors first reported a position in SVB Financial Group in Q4 2020 and held it in 1 quarter.
Denali Advisors's SVB Financial Group position peaked at $27K in Q4 2020.
714 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2021.

Based on Denali Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.