Engineers Gate Manager’s SVB Financial Group SIVB Stock Holding History

Engineers Gate Manager’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	-999	Closed	-$395K	–	2248
2022 Q2	$395K	Sell	999 -1,116	-53%	-$526K	0.01%	1241
2022 Q1	$1.18M	Sell	2,115 -5,167	-71%	-$3.14M	0.05%	555
2021 Q4	$4.94M	Buy	+7,282	New	+$5.13M	0.22%	74
2021 Q3	–	Sell	-14,070	Closed	-$7.83M	–	2143
2021 Q2	$7.83M	Buy	14,070 +1,625	+13%	+$901K	0.5%	14
2021 Q1	$6.14M	Buy	12,445 +11,854	+2,006%	+$5.83M	0.3%	41
2020 Q4	$229K	Sell	591 -1,377	-70%	-$446K	0.01%	1446
2020 Q3	$474K	Buy	+1,968	New	+$463K	0.02%	1024
2020 Q2	–	Sell	-15,408	Closed	-$2.33M	–	2111
2020 Q1	$2.33M	Buy	15,408 +14,432	+1,479%	+$3.18M	0.17%	136
2019 Q4	$245K	Sell	976 -8,141	-89%	-$1.85M	0.01%	1356
2019 Q3	$1.91M	Buy	+9,117	New	+$1.91M	0.1%	315
2019 Q2	–	Sell	-10,800	Closed	-$2.4M	–	1505
2019 Q1	$2.4M	Buy	+10,800	New	+$2.51M	0.15%	215
2018 Q3	–	Sell	-16,545	Closed	-$4.78M	–	1326
2018 Q2	$4.78M	Buy	16,545 +12,038	+267%	+$3.54M	0.37%	73
2018 Q1	$1.08M	Buy	+4,507	New	+$1.13M	0.07%	425
2017 Q3	–	Sell	-3,491	Closed	-$614K	–	913
2017 Q2	$614K	Buy	+3,491	New	+$625K	0.06%	471
2015 Q4	–	Sell	-8,200	Closed	-$947K	–	923
2015 Q3	$947K	Buy	+8,200	New	+$1.1M	0.08%	350
2015 Q2	–	Sell	-18,646	Closed	-$2.37M	–	1315
2015 Q1	$2.37M	Buy	+18,646	New	+$2.23M	0.32%	38

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 $20.5B AUM 26.83% 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

Engineers Gate Manager's SIVB Position: Q3 2022 in Review

Engineers Gate Manager sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 999 shares — an estimated $395K sold.

Engineers Gate Manager first reported a position in SIVB in Q1 2015 and held it in 16 quarters. The position peaked at $7.83M in Q2 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

Engineers Gate Manager reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
Engineers Gate Manager sold 999 SVB Financial Group shares in Q3 2022, an estimated $395K.
Engineers Gate Manager first reported a position in SVB Financial Group in Q1 2015 and held it in 16 quarters.
Engineers Gate Manager's SVB Financial Group position peaked at $7.83M in Q2 2021.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Engineers Gate Manager's 13F filing for Q3 2022, filed 14 Nov 2022.