EA
SIVB

Elm Advisors’s SVB Financial Group SIVB Stock Holding History

Elm 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
2021
Q1 		– Sell
-11
Closed -$4K – 274
2020
Q4 		$4K Buy
+11
New +$3.56K ﹤0.01% 261
2018
Q4 		– Sell
-43
Closed -$13K – 295
2018
Q3 		$13K Buy
+43
New +$13.6K 0.01% 246

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Elm Advisors's SIVB Position: Q1 2021 in Review

Elm Advisors sold out of SVB Financial Group (SIVB) in Q1 2021, closing a stake of 11 shares — an estimated $4K sold.

Elm Advisors first reported a position in SIVB in Q3 2018 and held it in 2 quarters. The position peaked at $13K in Q3 2018. 714 funds tracked by Wall St. Rank hold SIVB as of Q1 2021.

  • Elm Advisors reported no remaining SVB Financial Group position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 11 SVB Financial Group shares in Q1 2021, an estimated $4K.
  • Elm Advisors first reported a position in SVB Financial Group in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's SVB Financial Group position peaked at $13K in Q3 2018.
  • 714 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.