Gemmer Asset Management’s SVB Financial Group SIVB Stock Holding History

Gemmer 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
2022 Q2	–	Sell	-67	Closed	-$37K	–	1261
2022 Q1	$37K	Hold	67	–	–	﹤0.01%	337
2021 Q4	$45K	Hold	67	–	–	0.01%	304
2021 Q3	$43K	Buy	67 +13	+24%	+$7.54K	0.01%	280
2021 Q2	$30K	Hold	54	–	–	﹤0.01%	417
2021 Q1	$27K	Hold	54	–	–	﹤0.01%	424
2020 Q4	$21K	Hold	54	–	–	﹤0.01%	443
2020 Q3	$13K	Hold	54	–	–	﹤0.01%	535
2020 Q2	$12K	Hold	54	–	–	﹤0.01%	539
2020 Q1	$8K	Sell	54 -4	-7%	-$880	﹤0.01%	625
2019 Q4	$15K	Sell	58 -1	-2%	-$227	﹤0.01%	519
2019 Q3	$12K	Buy	59 +1	+2%	+$210	﹤0.01%	601
2019 Q2	$13K	Sell	58 -11	-16%	-$2.54K	﹤0.01%	562
2019 Q1	$15K	Hold	69	–	–	﹤0.01%	531
2018 Q4	$13K	Hold	69	–	–	﹤0.01%	523
2018 Q3	$21K	Sell	69 -52	-43%	-$16.4K	0.01%	400
2018 Q2	$35K	Hold	121	–	–	0.01%	246
2018 Q1	$29K	Hold	121	–	–	0.01%	290
2017 Q4	$28K	Hold	121	–	–	0.01%	314
2017 Q3	$23K	Buy	121 +15	+14%	+$2.64K	0.01%	341
2017 Q2	$19K	Hold	106	–	–	0.01%	393
2017 Q1	$20K	Hold	106	–	–	0.01%	361
2016 Q4	$18K	Hold	106	–	–	0.01%	377
2016 Q3	$12K	Hold	106	–	–	0.01%	521
2016 Q2	$10K	Buy	106 +11	+12%	+$1.13K	0.01%	588
2016 Q1	$9K	Hold	95	–	–	0.01%	602
2015 Q4	$11K	Hold	95	–	–	0.01%	531
2015 Q3	$11K	Hold	95	–	–	0.01%	536
2015 Q2	$14K	Hold	95	–	–	0.01%	468
2015 Q1	$12K	Hold	95	–	–	0.01%	540
2014 Q4	$11K	Hold	95	–	–	0.01%	568
2014 Q3	$11K	Hold	95	–	–	0.01%	544
2014 Q2	$11K	Buy	+95	New	+$10.6K	0.01%	576

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 $20.5B AUM 26.83% 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

Gemmer Asset Management's SIVB Position: Q2 2022 in Review

Gemmer Asset Management sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 67 shares — an estimated $37K sold.

Gemmer Asset Management first reported a position in SIVB in Q2 2014 and held it in 32 quarters. The position peaked at $45K in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

Gemmer Asset Management reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 67 SVB Financial Group shares in Q2 2022, an estimated $37K.
Gemmer Asset Management first reported a position in SVB Financial Group in Q2 2014 and held it in 32 quarters.
Gemmer Asset Management's SVB Financial Group position peaked at $45K in Q4 2021.
749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.