EAMA
SIVB

EFG Asset Management (Americas)’s SVB Financial Group SIVB Stock Holding History

EFG Asset Management (Americas)’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
-5,856
Closed -$1.98M – 136
2022
Q3 		$1.98M Sell
5,856
-3,962
-40% -$1.59M 0.5% 58
2022
Q2 		$3.89M Sell
9,818
-2,106
-18% -$992K 0.92% 35
2022
Q1 		$6.68M Buy
11,924
+5,627
+89% +$3.42M 1.24% 32
2021
Q4 		$4.27M Buy
6,297
+1,067
+20% +$752K 0.72% 52
2021
Q3 		$3.38M Buy
+5,230
New +$3.03M 0.6% 57
2020
Q1 		– Sell
-1,030
Closed -$259K – 129
2019
Q4 		$259K Sell
1,030
-268
-21% -$60.9K 0.07% 115
2019
Q3 		$271K Sell
1,298
-9,941
-88% -$2.08M 0.08% 111
2019
Q2 		$2.52M Sell
11,239
-12,005
-52% -$2.78M 0.72% 64
2019
Q1 		$5.17M Sell
23,244
-5,917
-20% -$1.38M 1.57% 17
2018
Q4 		$5.54M Buy
29,161
+390
+1% +$95.4K 1.99% 12
2018
Q3 		$8.94M Buy
28,771
+3,548
+14% +$1.12M 2.56% 7
2018
Q2 		$7.28M Buy
25,223
+6,803
+37% +$2M 2.2% 11
2018
Q1 		$4.42M Buy
18,420
+479
+3% +$120K 1.83% 15
2017
Q4 		$4.19M Buy
17,941
+1,451
+9% +$309K 1.52% 18
2017
Q3 		$3.08M Buy
16,490
+3,787
+30% +$666K 1.17% 24
2017
Q2 		$2.23M Buy
12,703
+3,076
+32% +$551K 0.84% 33
2017
Q1 		$1.79M Buy
+9,627
New +$1.75M 0.69% 45

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EFG Asset Management (Americas)'s SIVB Position: Q4 2022 in Review

EFG Asset Management (Americas) sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 5,856 shares — an estimated $1.98M sold.

EFG Asset Management (Americas) first reported a position in SIVB in Q1 2017 and held it in 17 quarters. The position peaked at $8.94M in Q3 2018. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • EFG Asset Management (Americas) reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 5,856 SVB Financial Group shares in Q4 2022, an estimated $1.98M.
  • EFG Asset Management (Americas) first reported a position in SVB Financial Group in Q1 2017 and held it in 17 quarters.
  • EFG Asset Management (Americas)'s SVB Financial Group position peaked at $8.94M in Q3 2018.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on EFG Asset Management (Americas)'s 13F filing for Q4 2022, filed 9 Feb 2023.