FMAEN1
SIVB

Fund Management at Engine No 1’s SVB Financial Group SIVB Stock Holding History

Fund Management at Engine No 1’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
-594
Closed -$235K – 356
2022
Q2 		$235K Buy
594
+97
+20% +$45.7K 0.06% 302
2022
Q1 		$278K Buy
+497
New +$302K 0.07% 269

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

Fund Management at Engine No 1's SIVB Position: Q3 2022 in Review

Fund Management at Engine No 1 sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 594 shares — an estimated $235K sold.

Fund Management at Engine No 1 first reported a position in SIVB in Q1 2022 and held it in 2 quarters. The position peaked at $278K in Q1 2022. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Fund Management at Engine No 1 reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Fund Management at Engine No 1 sold 594 SVB Financial Group shares in Q3 2022, an estimated $235K.
  • Fund Management at Engine No 1 first reported a position in SVB Financial Group in Q1 2022 and held it in 2 quarters.
  • Fund Management at Engine No 1's SVB Financial Group position peaked at $278K in Q1 2022.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Fund Management at Engine No 1's 13F filing for Q3 2022, filed 14 Nov 2022.