ECM
SIVB

Everence Capital Management’s SVB Financial Group SIVB Stock Holding History

Everence Capital Management’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
-1,590
Closed -$534K – 823
2022
Q3 		$534K Hold
1,590
– – 0.05% 323
2022
Q2 		$628K Buy
1,590
+790
+99% +$372K 0.06% 273
2022
Q1 		$448K Hold
800
– – 0.03% 441
2021
Q4 		$543K Hold
800
– – 0.04% 389
2021
Q3 		$518K Hold
800
– – 0.04% 383
2021
Q2 		$445K Hold
800
– – 0.04% 434
2021
Q1 		$395K Hold
800
– – 0.04% 449
2020
Q4 		$310K Buy
+800
New +$259K 0.03% 506

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

Everence Capital Management's SIVB Position: Q4 2022 in Review

Everence Capital Management sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 1,590 shares — an estimated $534K sold.

Everence Capital Management first reported a position in SIVB in Q4 2020 and held it in 8 quarters. The position peaked at $628K in Q2 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Everence Capital Management reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Everence Capital Management sold 1,590 SVB Financial Group shares in Q4 2022, an estimated $534K.
  • Everence Capital Management first reported a position in SVB Financial Group in Q4 2020 and held it in 8 quarters.
  • Everence Capital Management's SVB Financial Group position peaked at $628K in Q2 2022.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Everence Capital Management's 13F filing for Q4 2022, filed 31 Jan 2023.