IUHSA
SIVB

Itau Unibanco Holding S.A.’s SVB Financial Group SIVB Stock Holding History

Itau Unibanco Holding S.A.’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
-534
Closed -$179K – 669
2022
Q3 		$179K Buy
+534
New +$215K 0.01% 242
2019
Q4 		– Sell
-724
Closed -$162K – 1031
2019
Q3 		$162K Hold
724
– – 0.01% 179
2019
Q2 		$162K Buy
724
+138
+24% +$31.9K 0.01% 514
2019
Q1 		$108K Hold
586
– – ﹤0.01% 351
2018
Q4 		$108K Buy
+586
New +$143K ﹤0.01% 351

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

Itau Unibanco Holding S.A.'s SIVB Position: Q4 2022 in Review

Itau Unibanco Holding S.A. sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 534 shares — an estimated $179K sold.

Itau Unibanco Holding S.A. first reported a position in SIVB in Q4 2018 and held it in 5 quarters. The position peaked at $179K in Q3 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Itau Unibanco Holding S.A. reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 534 SVB Financial Group shares in Q4 2022, an estimated $179K.
  • Itau Unibanco Holding S.A. first reported a position in SVB Financial Group in Q4 2018 and held it in 5 quarters.
  • Itau Unibanco Holding S.A.'s SVB Financial Group position peaked at $179K in Q3 2022.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2022, filed 9 Feb 2023.