Grantham, Mayo, Van Otterloo & Co (GMO)’s SVB Financial Group SIVB Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	-2,900	Closed	-$974K	–	803
2022 Q3	$974K	Buy	2,900 +600	+26%	+$242K	0.01%	502
2022 Q2	$908K	Sell	2,300 -3,548	-61%	-$1.67M	﹤0.01%	531
2022 Q1	$3.27M	Buy	5,848 +718	+14%	+$436K	0.02%	398
2021 Q4	$3.48M	Sell	5,130 -782	-13%	-$551K	0.02%	386
2021 Q3	$3.82M	Sell	5,912 -800	-12%	-$464K	0.02%	374
2021 Q2	$3.73M	Buy	6,712 +3,187	+90%	+$1.77M	0.02%	382
2021 Q1	$1.74M	Buy	3,525 +1,700	+93%	+$836K	0.01%	499
2020 Q4	$708K	Buy	+1,825	New	+$591K	﹤0.01%	628

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s SIVB Position: Q4 2022 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 2,900 shares — an estimated $974K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in SIVB in Q4 2020 and held it in 8 quarters. The position peaked at $3.82M in Q3 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 2,900 SVB Financial Group shares in Q4 2022, an estimated $974K.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in SVB Financial Group in Q4 2020 and held it in 8 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s SVB Financial Group position peaked at $3.82M in Q3 2021.
644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q4 2022, filed 13 Feb 2023.