E
SIVB

Ergoteles’s SVB Financial Group SIVB Stock Holding History

Ergoteles’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
-14,813
Closed -$5.85M – 2255
2022
Q2 		$5.85M Buy
+14,813
New +$6.98M 0.18% 133
2022
Q1 		– Sell
-624
Closed -$423K – 1816
2021
Q4 		$423K Buy
+624
New +$440K 0.02% 712
2021
Q1 		– Sell
-1,046
Closed -$406K – 1181
2020
Q4 		$406K Buy
+1,046
New +$339K 0.01% 487

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ergoteles's SIVB Position: Q3 2022 in Review

Ergoteles sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 14,813 shares — an estimated $5.85M sold.

Ergoteles first reported a position in SIVB in Q4 2020 and held it in 3 quarters. The position peaked at $5.85M in Q2 2022. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Ergoteles reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Ergoteles sold 14,813 SVB Financial Group shares in Q3 2022, an estimated $5.85M.
  • Ergoteles first reported a position in SVB Financial Group in Q4 2020 and held it in 3 quarters.
  • Ergoteles's SVB Financial Group position peaked at $5.85M in Q2 2022.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Ergoteles's 13F filing for Q3 2022, filed 14 Nov 2022.