EVM
SIVB

Eaton Vance Management’s SVB Financial Group SIVB Stock Holding History

Eaton Vance 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
2022
Q3 		$16.8M Buy
49,927
+228
+0.5% +$91.8K 0.02% 484
2022
Q2 		$19.6M Buy
49,699
+959
+2% +$452K 0.03% 460
2022
Q1 		$27.3M Buy
48,740
+16,113
+49% +$9.78M 0.03% 434
2021
Q4 		$22.1M Sell
32,627
-29
-0.1% -$20.4K 0.03% 451
2021
Q3 		$20.7M Buy
32,656
+839
+3% +$487K 0.03% 420
2021
Q2 		$17.7M Buy
31,817
+345
+1% +$191K 0.02% 476
2021
Q1 		$15.5M Buy
31,472
+2,133
+7% +$1.05M 0.02% 477
2020
Q4 		$11.4M Buy
29,339
+27
+0.1% +$8.75K 0.02% 512
2020
Q3 		$7.05M Buy
29,312
+2
+0% +$471 0.01% 549
2020
Q2 		$6.32M Buy
29,310
+48
+0.2% +$9.24K 0.01% 553
2020
Q1 		$4.42M Buy
29,262
+1,122
+4% +$247K 0.01% 573
2019
Q4 		$7.06M Buy
28,140
+33
+0.1% +$7.5K 0.01% 533
2019
Q3 		$5.87M Hold
28,107
– – 0.01% 554
2019
Q2 		$6.31M Hold
28,107
– – 0.01% 534
2019
Q1 		$6.25M Hold
28,107
– – 0.01% 511
2018
Q4 		$5.34M Hold
28,107
– – 0.01% 497
2018
Q3 		$8.74M Buy
28,107
+174
+0.6% +$54.9K 0.02% 434
2018
Q2 		$8.07M Buy
27,933
+3,467
+14% +$1.02M 0.02% 434
2018
Q1 		$5.87M Buy
24,466
+12,233
+100% +$3.07M 0.01% 630
2017
Q4 		$2.86M Sell
12,233
-8
-0.1% -$1.71K 0.01% 635
2017
Q3 		$2.29M Buy
12,241
+8
+0.1% +$1.41K 0.01% 663
2017
Q2 		$2.15M Hold
12,233
– – 0.01% 661
2017
Q1 		$2.28M Buy
12,233
+6,800
+125% +$1.24M 0.01% 614
2016
Q4 		$933K Hold
5,433
– – ﹤0.01% 740
2016
Q3 		$601K Hold
5,433
– – ﹤0.01% 811
2016
Q2 		$517K Buy
+5,433
New +$556K ﹤0.01% 813
2015
Q3 		– Sell
-8,040
Closed -$1.16M – 1026
2015
Q2 		$1.16M Hold
8,040
– – ﹤0.01% 610
2015
Q1 		$1.02M Sell
8,040
-910
-10% -$109K ﹤0.01% 680
2014
Q4 		$1.04M Hold
8,950
– – ﹤0.01% 656
2014
Q3 		$1M Sell
8,950
-675
-7% -$74.9K ﹤0.01% 647
2014
Q2 		$1.12M Buy
+9,625
New +$1.07M ﹤0.01% 635

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

Eaton Vance Management's SIVB Position: Q3 2022 in Review

Eaton Vance Management increased its SVB Financial Group (SIVB) stake by 0.46% in Q3 2022, buying an estimated $91.8K and bringing the position to 49,927 shares worth $16.8M. The position accounts for 0.02% of the portfolio, ranked #484.

Eaton Vance Management first reported a position in SIVB in Q2 2014 and has held it in 31 quarters since. The position peaked at $27.3M in Q1 2022. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Eaton Vance Management held 49,927 shares of SVB Financial Group worth $16.8M as of Q3 2022.
  • Eaton Vance Management bought 228 SVB Financial Group shares in Q3 2022, an estimated $91.8K.
  • SVB Financial Group made up 0.02% of Eaton Vance Management's portfolio in Q3 2022, its #484 holding.
  • Eaton Vance Management first reported a position in SVB Financial Group in Q2 2014 and has held it in 31 quarters since.
  • Eaton Vance Management's SVB Financial Group position peaked at $27.3M in Q1 2022.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.