Gardner Lewis Asset Management’s SVB Financial Group SIVB Stock Holding History

Gardner Lewis Asset 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
2020 Q3	–	Sell	-4,020	Closed	-$866K	–	86
2020 Q2	$866K	Buy	+4,020	New	+$774K	0.16%	64
2019 Q4	–	Sell	-7,375	Closed	-$1.54M	–	108
2019 Q3	$1.54M	Buy	+7,375	New	+$1.55M	0.23%	67
2019 Q2	–	Sell	-9,146	Closed	-$2.03M	–	105
2019 Q1	$2.03M	Buy	+9,146	New	+$2.13M	0.25%	56
2016 Q1	–	Sell	-4,215	Closed	-$501K	–	108
2015 Q4	$501K	Buy	+4,215	New	+$523K	0.08%	87
2015 Q3	–	Sell	-19,980	Closed	-$2.88M	–	138
2015 Q2	$2.88M	Sell	19,980 -660	-3%	-$89.2K	0.44%	63
2015 Q1	$2.62M	Buy	20,640 +3,855	+23%	+$461K	0.55%	62
2014 Q4	$1.95M	Hold	16,785	–	–	0.39%	68
2014 Q3	$1.88M	Buy	16,785 +3,955	+31%	+$439K	0.38%	76
2014 Q2	$1.5M	Buy	+12,830	New	+$1.43M	0.41%	64

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Gardner Lewis Asset Management's SIVB Position: Q3 2020 in Review

Gardner Lewis Asset Management sold out of SVB Financial Group (SIVB) in Q3 2020, closing a stake of 4,020 shares — an estimated $866K sold.

Gardner Lewis Asset Management first reported a position in SIVB in Q2 2014 and held it in 9 quarters. The position peaked at $2.88M in Q2 2015. 527 funds tracked by Wall St. Rank hold SIVB as of Q3 2020.

Gardner Lewis Asset Management reported no remaining SVB Financial Group position as of Q3 2020 after selling out during the quarter.
Gardner Lewis Asset Management sold 4,020 SVB Financial Group shares in Q3 2020, an estimated $866K.
Gardner Lewis Asset Management first reported a position in SVB Financial Group in Q2 2014 and held it in 9 quarters.
Gardner Lewis Asset Management's SVB Financial Group position peaked at $2.88M in Q2 2015.
527 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2020.

Based on Gardner Lewis Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.