Douglass Winthrop Advisors’s SVB Financial Group SIVB Stock Holding History

Douglass Winthrop 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
2022 Q4	–	Sell	-677	Closed	-$227K	–	248
2022 Q3	$227K	Hold	677	–	–	0.01%	220
2022 Q2	$267K	Hold	677	–	–	0.01%	221
2022 Q1	$379K	Hold	677	–	–	0.01%	209
2021 Q4	$459K	Hold	677	–	–	0.01%	204
2021 Q3	$438K	Hold	677	–	–	0.01%	204
2021 Q2	$377K	Sell	677 -127	-16%	-$70.5K	0.01%	222
2021 Q1	$397K	Hold	804	–	–	0.01%	210
2020 Q4	$312K	Buy	+804	New	+$261K	0.01%	224
2020 Q1	–	Sell	-804	Closed	-$202K	–	267
2019 Q4	$202K	Buy	+804	New	+$183K	0.01%	250
2018 Q4	–	Sell	-820	Closed	-$255K	–	266
2018 Q3	$255K	Buy	820 +16	+2%	+$5.05K	0.01%	226
2018 Q2	$232K	Buy	+804	New	+$236K	0.01%	265
2017 Q4	–	Sell	-1,084	Closed	-$203K	–	259
2017 Q3	$203K	Buy	+1,084	New	+$191K	0.01%	246
2017 Q2	–	Sell	-1,250	Closed	-$233K	–	254
2017 Q1	$233K	Hold	1,250	–	–	0.01%	227
2016 Q4	$215K	Buy	+1,250	New	+$179K	0.01%	228

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

ATO

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Douglass Winthrop Advisors's SIVB Position: Q4 2022 in Review

Douglass Winthrop Advisors sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 677 shares — an estimated $227K sold.

Douglass Winthrop Advisors first reported a position in SIVB in Q4 2016 and held it in 14 quarters. The position peaked at $459K in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

Douglass Winthrop Advisors reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
Douglass Winthrop Advisors sold 677 SVB Financial Group shares in Q4 2022, an estimated $227K.
Douglass Winthrop Advisors first reported a position in SVB Financial Group in Q4 2016 and held it in 14 quarters.
Douglass Winthrop Advisors's SVB Financial Group position peaked at $459K in Q4 2021.
644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Douglass Winthrop Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.