IRF
SIVB

IBM Retirement Fund’s SVB Financial Group SIVB Stock Holding History

IBM Retirement Fund’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
Q2 		– Sell
-906
Closed -$507K – 504
2022
Q1 		$507K Sell
906
-36
-4% -$21.8K 0.07% 255
2021
Q4 		$639K Sell
942
-609
-39% -$429K 0.08% 232
2021
Q3 		$1M Buy
1,551
+21
+1% +$12.2K 0.08% 229
2021
Q2 		$851K Sell
1,530
-220
-13% -$122K 0.07% 265
2021
Q1 		$864K Sell
1,750
-154
-8% -$75.7K 0.06% 289
2020
Q4 		$738K Buy
1,904
+234
+14% +$75.8K 0.05% 322
2020
Q3 		$402K Buy
1,670
+469
+39% +$110K 0.03% 426
2020
Q2 		$259K Buy
+1,201
New +$231K 0.03% 438
2018
Q4 		– Sell
-862
Closed -$268K – 452
2018
Q3 		$268K Sell
862
-149
-15% -$47K 0.06% 341
2018
Q2 		$292K Sell
1,011
-146
-13% -$42.9K 0.06% 346
2018
Q1 		$278K Buy
+1,157
New +$290K 0.05% 404
2017
Q1 		– Sell
-4,131
Closed -$709K – 894
2016
Q4 		$709K Sell
4,131
-765
-16% -$110K 0.03% 460
2016
Q3 		$541K Sell
4,896
-334
-6% -$34.8K 0.03% 598
2016
Q2 		$498K Buy
5,230
+87
+2% +$8.9K 0.02% 655
2016
Q1 		$525K Sell
5,143
-6,670
-56% -$645K 0.02% 634
2015
Q4 		$1.41M Buy
11,813
+864
+8% +$107K 0.03% 615
2015
Q3 		$1.26M Sell
10,949
-945
-8% -$127K 0.03% 567
2015
Q2 		$1.71M Sell
11,894
-38
-0.3% -$5.14K 0.03% 557
2015
Q1 		$1.52M Hold
11,932
– – 0.03% 593
2014
Q4 		$1.39M Buy
11,932
+1,103
+10% +$120K 0.03% 610
2014
Q3 		$1.21M Sell
10,829
-1,416
-12% -$157K 0.02% 600
2014
Q2 		$1.44M Buy
12,245
+1,104
+10% +$123K 0.03% 617
2014
Q1 		$1.45M Sell
11,141
-6,584
-37% -$769K 0.03% 596
2013
Q4 		$1.86M Sell
17,725
-616
-3% -$60.3K 0.02% 669
2013
Q3 		$1.58M Sell
18,341
-2,522
-12% -$218K 0.02% 730
2013
Q2 		$1.74M Buy
+20,863
New +$1.53M 0.02% 718

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IBM Retirement Fund's SIVB Position: Q2 2022 in Review

IBM Retirement Fund sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 906 shares — an estimated $507K sold.

IBM Retirement Fund first reported a position in SIVB in Q2 2013 and held it in 26 quarters. The position peaked at $1.86M in Q4 2013. 748 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • IBM Retirement Fund reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • IBM Retirement Fund sold 906 SVB Financial Group shares in Q2 2022, an estimated $507K.
  • IBM Retirement Fund first reported a position in SVB Financial Group in Q2 2013 and held it in 26 quarters.
  • IBM Retirement Fund's SVB Financial Group position peaked at $1.86M in Q4 2013.
  • 748 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on IBM Retirement Fund's 13F filing for Q2 2022, filed 20 Jul 2022.