H
SIVB

Hexavest’s SVB Financial Group SIVB Stock Holding History

Hexavest’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
2021
Q3 		$9.59M Sell
14,820
-2,471
-14% -$1.43M 0.58% 50
2021
Q2 		$9.62M Sell
17,291
-3,438
-17% -$1.91M 0.48% 69
2021
Q1 		$10.2M Sell
20,729
-52,093
-72% -$25.6M 0.45% 69
2020
Q4 		$28.2M Sell
72,822
-61,376
-46% -$19.9M 1.07% 22
2020
Q3 		$32.3M Buy
134,198
+77,403
+136% +$18.2M 0.87% 32
2020
Q2 		$12.2M Buy
+56,795
New +$10.9M 0.28% 105
2020
Q1 		– Sell
-53
Closed -$13K – 514
2019
Q4 		$13K Buy
+53
New +$12.1K ﹤0.01% 396

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Hexavest's SIVB Position: Q3 2021 in Review

Hexavest reduced its SVB Financial Group (SIVB) stake by 14% in Q3 2021, selling an estimated $1.43M and leaving 14,820 shares worth $9.59M. The position accounts for 0.58% of the portfolio, ranked #50.

Hexavest first reported a position in SIVB in Q4 2019 and has held it in 7 quarters since. The position peaked at $32.3M in Q3 2020. 776 funds tracked by Wall St. Rank hold SIVB as of Q3 2021.

  • Hexavest held 14,820 shares of SVB Financial Group worth $9.59M as of Q3 2021.
  • Hexavest sold 2,471 SVB Financial Group shares in Q3 2021, an estimated $1.43M.
  • SVB Financial Group made up 0.58% of Hexavest's portfolio in Q3 2021, its #50 holding.
  • Hexavest first reported a position in SVB Financial Group in Q4 2019 and has held it in 7 quarters since.
  • Hexavest's SVB Financial Group position peaked at $32.3M in Q3 2020.
  • 776 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2021.

Based on Hexavest's 13F filing for Q3 2021, filed 27 Oct 2021.