DTL
SIVB

Dynamic Technology Lab’s SVB Financial Group SIVB Stock Holding History

Dynamic Technology Lab’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 		– Sell
-6,158
Closed -$2.43M – 1677
2022
Q2 		$2.43M Buy
+6,158
New +$2.9M 0.27% 49
2022
Q1 		– Sell
-1,890
Closed -$1.28M – 1692
2021
Q4 		$1.28M Buy
+1,890
New +$1.33M 0.14% 221
2021
Q3 		– Sell
-950
Closed -$529K – 1655
2021
Q2 		$529K Sell
950
-1,661
-64% -$921K 0.05% 569
2021
Q1 		$1.29M Buy
+2,611
New +$1.28M 0.15% 172
2020
Q4 		– Sell
-3,113
Closed -$749K – 1504
2020
Q3 		$749K Buy
+3,113
New +$732K 0.12% 290
2019
Q4 		– Sell
-2,599
Closed -$543K – 1460
2019
Q3 		$543K Buy
2,599
+466
+22% +$97.7K 0.1% 383
2019
Q2 		$479K Buy
+2,133
New +$493K 0.08% 431
2018
Q3 		– Sell
-6,500
Closed -$1.88M – 1531
2018
Q2 		$1.88M Sell
6,500
-900
-12% -$264K 0.28% 64
2018
Q1 		$1.78M Buy
+7,400
New +$1.86M 0.26% 55
2017
Q4 		– Sell
-1,100
Closed -$206K – 1564
2017
Q3 		$206K Sell
1,100
-2,524
-70% -$444K 0.03% 899
2017
Q2 		$636K Buy
+3,624
New +$649K 0.12% 277
2016
Q3 		– Sell
-2,139
Closed -$204K – 1358
2016
Q2 		$204K Buy
+2,139
New +$219K 0.06% 700
2016
Q1 		– Sell
-11,500
Closed -$1.37M – 1381
2015
Q4 		$1.37M Buy
11,500
+3,881
+51% +$481K 0.41% 3
2015
Q3 		$880K Sell
7,619
-1,522
-17% -$204K 0.3% 25
2015
Q2 		$1.32M Sell
9,141
-385
-4% -$52K 0.46% 7
2015
Q1 		$1.21M Buy
+9,526
New +$1.14M 0.52% 1
2014
Q2 		– Sell
-1,931
Closed -$249K – 995
2014
Q1 		$249K Buy
+1,931
New +$226K 0.15% 326

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dynamic Technology Lab's SIVB Position: Q3 2022 in Review

Dynamic Technology Lab sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 6,158 shares — an estimated $2.43M sold.

Dynamic Technology Lab first reported a position in SIVB in Q1 2014 and held it in 17 quarters. The position peaked at $2.43M in Q2 2022. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Dynamic Technology Lab reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Dynamic Technology Lab sold 6,158 SVB Financial Group shares in Q3 2022, an estimated $2.43M.
  • Dynamic Technology Lab first reported a position in SVB Financial Group in Q1 2014 and held it in 17 quarters.
  • Dynamic Technology Lab's SVB Financial Group position peaked at $2.43M in Q2 2022.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Dynamic Technology Lab's 13F filing for Q3 2022, filed 14 Nov 2022.