JCM
SIVB

Jacobi Capital Management’s SVB Financial Group SIVB Stock Holding History

Jacobi Capital 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
Q4 		– Sell
-119
Closed -$77K – 1459
2021
Q3 		$77K Hold
119
– – 0.01% 561
2021
Q2 		$66K Hold
119
– – 0.01% 565
2021
Q1 		$59K Hold
119
– – 0.01% 544
2020
Q4 		$46K Buy
119
+11
+10% +$3.56K 0.01% 551
2020
Q3 		$26K Hold
108
– – ﹤0.01% 619
2020
Q2 		$23K Hold
108
– – ﹤0.01% 623
2020
Q1 		$16K Buy
+108
New +$23.8K ﹤0.01% 628

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

Jacobi Capital Management's SIVB Position: Q4 2021 in Review

Jacobi Capital Management sold out of SVB Financial Group (SIVB) in Q4 2021, closing a stake of 119 shares — an estimated $77K sold.

Jacobi Capital Management first reported a position in SIVB in Q1 2020 and held it in 7 quarters. The position peaked at $77K in Q3 2021. 874 funds tracked by Wall St. Rank hold SIVB as of Q4 2021.

  • Jacobi Capital Management reported no remaining SVB Financial Group position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 119 SVB Financial Group shares in Q4 2021, an estimated $77K.
  • Jacobi Capital Management first reported a position in SVB Financial Group in Q1 2020 and held it in 7 quarters.
  • Jacobi Capital Management's SVB Financial Group position peaked at $77K in Q3 2021.
  • 874 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.