IEFM
SIVB

IQ EQ Fund Management’s SVB Financial Group SIVB Stock Holding History

IQ EQ Fund Management’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 		– Sell
-4,589
Closed -$2.55M – 275
2021
Q2 		$2.55M Sell
4,589
-1,212
-21% -$672K 0.39% 97
2021
Q1 		$2.86M Buy
5,801
+275
+5% +$135K 0.5% 65
2020
Q4 		$2.14M Sell
5,526
-86
-2% -$27.9K 0.5% 57
2020
Q3 		$1.35M Hold
5,612
– – 0.4% 65
2020
Q2 		$1.21M Hold
5,612
– – 0.41% 68
2020
Q1 		$848K Sell
5,612
-573
-9% -$126K 0.35% 74
2019
Q4 		$1.55M Sell
6,185
-217
-3% -$49.3K 0.49% 62
2019
Q3 		$1.34M Buy
6,402
+622
+11% +$130K 0.43% 67
2019
Q2 		$1.3M Buy
+5,780
New +$1.34M 0.42% 71
2018
Q4 		$1.24M Buy
6,544
+448
+7% +$110K 0.46% 74
2018
Q3 		$1.98M Sell
6,096
-1,035
-15% -$327K 0.54% 59
2018
Q2 		$2.06M Buy
+7,131
New +$2.1M 0.55% 52
2017
Q1 		$1.87M Buy
8,870
+519
+6% +$94.4K 0.35% 56
2016
Q4 		$1.65M Buy
+8,351
New +$1.2M 0.3% 61

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 $23.8B AUM 34.25% 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

IQ EQ Fund Management's SIVB Position: Q3 2021 in Review

IQ EQ Fund Management sold out of SVB Financial Group (SIVB) in Q3 2021, closing a stake of 4,589 shares — an estimated $2.55M sold.

IQ EQ Fund Management first reported a position in SIVB in Q4 2016 and held it in 14 quarters. The position peaked at $2.86M in Q1 2021. 776 funds tracked by Wall St. Rank hold SIVB as of Q3 2021.

  • IQ EQ Fund Management reported no remaining SVB Financial Group position as of Q3 2021 after selling out during the quarter.
  • IQ EQ Fund Management sold 4,589 SVB Financial Group shares in Q3 2021, an estimated $2.55M.
  • IQ EQ Fund Management first reported a position in SVB Financial Group in Q4 2016 and held it in 14 quarters.
  • IQ EQ Fund Management's SVB Financial Group position peaked at $2.86M in Q1 2021.
  • 776 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2021.

Based on IQ EQ Fund Management's 13F filing for Q3 2021, filed 27 Oct 2021.