Echo Street Capital Management’s SVB Financial Group SIVB Stock Holding History

Echo Street Capital 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	–	Sell	-619	Closed	-$244K	–	722
2022 Q2	$244K	Buy	+619	New	+$292K	﹤0.01%	469
2022 Q1	–	Sell	-2,234	Closed	-$1.51M	–	805
2021 Q4	$1.51M	Buy	+2,234	New	+$1.57M	0.01%	187
2021 Q3	–	Sell	-661	Closed	-$368K	–	818
2021 Q2	$368K	Sell	661 -243	-27%	-$135K	﹤0.01%	448
2021 Q1	$446K	Buy	+904	New	+$445K	﹤0.01%	327
2020 Q3	–	Sell	-1,611	Closed	-$347K	–	432
2020 Q2	$347K	Buy	+1,611	New	+$310K	﹤0.01%	382

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

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

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Echo Street Capital Management's SIVB Position: Q3 2022 in Review

Echo Street Capital Management sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 619 shares — an estimated $244K sold.

Echo Street Capital Management first reported a position in SIVB in Q2 2020 and held it in 5 quarters. The position peaked at $1.51M in Q4 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

Echo Street Capital Management reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
Echo Street Capital Management sold 619 SVB Financial Group shares in Q3 2022, an estimated $244K.
Echo Street Capital Management first reported a position in SVB Financial Group in Q2 2020 and held it in 5 quarters.
Echo Street Capital Management's SVB Financial Group position peaked at $1.51M in Q4 2021.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Echo Street Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.