Harel Insurance Investments & Financial Services’s SVB Financial Group SIVB Stock Holding History

Harel Insurance Investments & Financial Services’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 Q1	–	Sell	-2,500	Closed	-$1.7M	–	849
2021 Q4	$1.7M	Hold	2,500	–	–	0.03%	132
2021 Q3	$1.62M	Buy	+2,500	New	+$1.45M	0.04%	111
2017 Q3	–	Sell	-90	Closed	-$16K	–	453
2017 Q2	$16K	Hold	90	–	–	﹤0.01%	368
2017 Q1	$16K	Hold	90	–	–	﹤0.01%	352
2016 Q4	$15K	Sell	90 -230	-72%	-$33K	﹤0.01%	275
2016 Q3	$35K	Hold	320	–	–	﹤0.01%	247
2016 Q2	$30K	Sell	320 -10	-3%	-$1.02K	﹤0.01%	410
2016 Q1	$34K	Sell	330 -90	-21%	-$8.71K	﹤0.01%	235
2015 Q4	$50K	Buy	+420	New	+$52.1K	0.01%	200

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ATO

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services's SIVB Position: Q1 2022 in Review

Harel Insurance Investments & Financial Services sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 2,500 shares — an estimated $1.7M sold.

Harel Insurance Investments & Financial Services first reported a position in SIVB in Q4 2015 and held it in 9 quarters. The position peaked at $1.7M in Q4 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

Harel Insurance Investments & Financial Services reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 2,500 SVB Financial Group shares in Q1 2022, an estimated $1.7M.
Harel Insurance Investments & Financial Services first reported a position in SVB Financial Group in Q4 2015 and held it in 9 quarters.
Harel Insurance Investments & Financial Services's SVB Financial Group position peaked at $1.7M in Q4 2021.
805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2022, filed 3 May 2022.