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

Janney 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
2022 Q4	–	Sell	-906	Closed	-$304K	–	249
2022 Q3	$304K	Sell	906 -12,774	-93%	-$5.14M	0.02%	170
2022 Q2	$5.4M	Sell	13,680 -140	-1%	-$65.9K	0.43%	76
2022 Q1	$7.73M	Buy	13,820 +1,493	+12%	+$906K	0.55%	70
2021 Q4	$8.36M	Sell	12,327 -611	-5%	-$430K	0.54%	74
2021 Q3	$8.37M	Buy	12,938 +11,675	+924%	+$6.77M	0.56%	76
2021 Q2	$703K	Buy	1,263 +6	+0.5%	+$3.33K	0.04%	130
2021 Q1	$621K	Buy	1,257 +5	+0.4%	+$2.46K	0.04%	127
2020 Q4	$486K	Sell	1,252 -10	-0.8%	-$3.24K	0.03%	138
2020 Q3	$304K	Buy	+1,262	New	+$297K	0.02%	171

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Janney Capital Management's SIVB Position: Q4 2022 in Review

Janney Capital Management sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 906 shares — an estimated $304K sold.

Janney Capital Management first reported a position in SIVB in Q3 2020 and held it in 9 quarters. The position peaked at $8.37M in Q3 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

Janney Capital Management reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
Janney Capital Management sold 906 SVB Financial Group shares in Q4 2022, an estimated $304K.
Janney Capital Management first reported a position in SVB Financial Group in Q3 2020 and held it in 9 quarters.
Janney Capital Management's SVB Financial Group position peaked at $8.37M in Q3 2021.
644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Janney Capital Management's 13F filing for Q4 2022, filed 1 Feb 2023.