Enterprise Trust & Investment’s SVB Financial Group SIVB Stock Holding History

Enterprise Trust & Investment’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 Q2	$2.24M	Buy	5,681 +1,471	+35%	+$693K	0.94%	31
2022 Q1	$2.35M	Hold	4,210	–	–	0.84%	32
2021 Q4	$2.85M	Sell	4,210 -50	-1%	-$35.2K	1%	28
2021 Q3	$2.76M	Hold	4,260	–	–	1.12%	26
2021 Q2	$2.37M	Sell	4,260 -75	-2%	-$41.6K	0.97%	29
2021 Q1	$2.14M	Hold	4,335	–	–	0.96%	32
2020 Q4	$1.94M	Hold	4,335	–	–	0.91%	33
2020 Q3	$1.04M	Hold	4,335	–	–	0.58%	42
2020 Q2	$934K	Buy	4,335 +4,000	+1,194%	+$770K	0.56%	44
2020 Q1	$51K	Hold	335	–	–	0.04%	99
2019 Q4	$84K	Hold	335	–	–	0.05%	98
2019 Q3	$70K	Hold	335	–	–	0.04%	107
2019 Q2	$75K	Buy	+335	New	+$77.5K	0.05%	98

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Enterprise Trust & Investment's SIVB Position: Q2 2022 in Review

Enterprise Trust & Investment increased its SVB Financial Group (SIVB) stake by 35% in Q2 2022, buying an estimated $693K and bringing the position to 5,681 shares worth $2.24M. The position accounts for 0.94% of the portfolio, ranked #31.

Enterprise Trust & Investment first reported a position in SIVB in Q2 2019 and has held it in 13 quarters since. The position peaked at $2.85M in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

Enterprise Trust & Investment held 5,681 shares of SVB Financial Group worth $2.24M as of Q2 2022.
Enterprise Trust & Investment bought 1,471 SVB Financial Group shares in Q2 2022, an estimated $693K.
SVB Financial Group made up 0.94% of Enterprise Trust & Investment's portfolio in Q2 2022, its #31 holding.
Enterprise Trust & Investment first reported a position in SVB Financial Group in Q2 2019 and has held it in 13 quarters since.
Enterprise Trust & Investment's SVB Financial Group position peaked at $2.85M in Q4 2021.
749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Enterprise Trust & Investment's 13F filing for Q2 2022, filed 22 Jul 2022.