HI
SIVB

Handelsinvest Investeringsforvaltning’s SVB Financial Group SIVB Stock Holding History

Handelsinvest Investeringsforvaltning’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
-18,918
Closed -$6.35M – 120
2022
Q3 		$6.35M Buy
18,918
+4,000
+27% +$1.61M 1% 40
2022
Q2 		$5.89M Buy
14,918
+942
+7% +$444K 0.87% 41
2022
Q1 		$7.82M Sell
13,976
-1,900
-12% -$1.15M 0.95% 37
2021
Q4 		$10.8M Sell
15,876
-4,800
-23% -$3.38M 1.09% 30
2021
Q3 		$13.4M Buy
20,676
+1,500
+8% +$870K 1.46% 17
2021
Q2 		$10.7M Buy
19,176
+600
+3% +$333K 1.19% 28
2021
Q1 		$9.17M Buy
18,576
+5,200
+39% +$2.56M 1.12% 29
2020
Q4 		$5.19M Sell
13,376
-9,215
-41% -$2.99M 0.77% 53
2020
Q3 		$5.43M Buy
22,591
+15,500
+219% +$3.65M 1.03% 36
2020
Q2 		$1.53M Buy
7,091
+5,500
+346% +$1.06M 0.32% 73
2020
Q1 		$240K Sell
1,591
-11,700
-88% -$2.58M 0.06% 113
2019
Q4 		$3.34M Buy
13,291
+6,328
+91% +$1.44M 0.67% 50
2019
Q3 		$1.46M Buy
6,963
+5,000
+255% +$1.05M 0.32% 64
2019
Q2 		$441K Sell
1,963
-719
-27% -$166K 0.09% 109
2019
Q1 		$596K Sell
2,682
-258
-9% -$60.1K 0.13% 98
2018
Q4 		$558K Hold
2,940
– – 0.14% 95
2018
Q3 		$914K Hold
2,940
– – 0.19% 80
2018
Q2 		$849K Buy
2,940
+440
+18% +$129K 0.19% 75
2018
Q1 		$600K Buy
+2,500
New +$627K 0.13% 84

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 1-Year Est. Return

Handelsinvest Investeringsforvaltning's SIVB Position: Q4 2022 in Review

Handelsinvest Investeringsforvaltning sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 18,918 shares — an estimated $6.35M sold.

Handelsinvest Investeringsforvaltning first reported a position in SIVB in Q1 2018 and held it in 19 quarters. The position peaked at $13.4M in Q3 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Handelsinvest Investeringsforvaltning reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Handelsinvest Investeringsforvaltning sold 18,918 SVB Financial Group shares in Q4 2022, an estimated $6.35M.
  • Handelsinvest Investeringsforvaltning first reported a position in SVB Financial Group in Q1 2018 and held it in 19 quarters.
  • Handelsinvest Investeringsforvaltning's SVB Financial Group position peaked at $13.4M in Q3 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q4 2022, filed 18 Jan 2023.