Jackson Square Capital’s SVB Financial Group SIVB Stock Holding History

Jackson Square Capital’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 Q3	–	Sell	-861	Closed	-$340K	–	155
2022 Q2	$340K	Sell	861 -5,992	-87%	-$2.82M	0.14%	101
2022 Q1	$3.83M	Sell	6,853 -2,032	-23%	-$1.23M	1.2%	25
2021 Q4	$6.03M	Buy	8,885 +35	+0.4%	+$24.7K	1.73%	14
2021 Q3	$5.72M	Buy	8,850 +3,191	+56%	+$1.85M	1.86%	14
2021 Q2	$3.15M	Buy	5,659 +3,008	+113%	+$1.67M	1.01%	33
2021 Q1	$1.31M	Buy	2,651 +769	+41%	+$378K	0.5%	57
2020 Q4	$730K	Buy	1,882 +429	+30%	+$139K	0.28%	67
2020 Q3	$350K	Buy	+1,453	New	+$342K	0.15%	91

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jackson Square Capital's SIVB Position: Q3 2022 in Review

Jackson Square Capital sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 861 shares — an estimated $340K sold.

Jackson Square Capital first reported a position in SIVB in Q3 2020 and held it in 8 quarters. The position peaked at $6.03M in Q4 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

Jackson Square Capital reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
Jackson Square Capital sold 861 SVB Financial Group shares in Q3 2022, an estimated $340K.
Jackson Square Capital first reported a position in SVB Financial Group in Q3 2020 and held it in 8 quarters.
Jackson Square Capital's SVB Financial Group position peaked at $6.03M in Q4 2021.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Jackson Square Capital's 13F filing for Q3 2022, filed 13 Oct 2022.