HBT
SIVB

Heartland Bank & Trust’s SVB Financial Group SIVB Stock Holding History

Heartland Bank & Trust’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
-606
Closed -$203K – 159
2022
Q3 		$203K Hold
606
– – 0.19% 119
2022
Q2 		$239K Buy
606
+13
+2% +$6.12K 0.21% 124
2022
Q1 		$332K Sell
593
-30
-5% -$18.2K 0.25% 117
2021
Q4 		$423K Buy
623
+13
+2% +$9.16K 0.31% 96
2021
Q3 		$395K Sell
610
-1,793
-75% -$1.04M 0.34% 79
2021
Q2 		$1.34M Sell
2,403
-314
-12% -$174K 1.23% 23
2021
Q1 		$1.34M Buy
2,717
+58
+2% +$28.5K 1.23% 26
2020
Q4 		$1.03M Buy
+2,659
New +$862K 0.92% 31

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.61T AUM 30.72% 1-Year Est. Return

Heartland Bank & Trust's SIVB Position: Q4 2022 in Review

Heartland Bank & Trust sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 606 shares — an estimated $203K sold.

Heartland Bank & Trust first reported a position in SIVB in Q4 2020 and held it in 8 quarters. The position peaked at $1.34M in Q1 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Heartland Bank & Trust reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Heartland Bank & Trust sold 606 SVB Financial Group shares in Q4 2022, an estimated $203K.
  • Heartland Bank & Trust first reported a position in SVB Financial Group in Q4 2020 and held it in 8 quarters.
  • Heartland Bank & Trust's SVB Financial Group position peaked at $1.34M in Q1 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Heartland Bank & Trust's 13F filing for Q4 2022, filed 9 Feb 2023.