JDC-JSC’s SVB Financial Group SIVB Stock Holding History

JDC-JSC’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
2020 Q3	$638K	Buy	2,650 +450	+20%	+$106K	3.06%	12
2020 Q2	$474K	Buy	+2,200	New	+$424K	0.77%	19

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

JDC-JSC's SIVB Position: Q3 2020 in Review

JDC-JSC increased its SVB Financial Group (SIVB) stake by 20% in Q3 2020, buying an estimated $106K and bringing the position to 2,650 shares worth $638K. The position accounts for 3.06% of the portfolio, ranked #12.

JDC-JSC first reported a position in SIVB in Q2 2020 and has held it in 2 quarters since. 527 funds tracked by Wall St. Rank hold SIVB as of Q3 2020.

JDC-JSC held 2,650 shares of SVB Financial Group worth $638K as of Q3 2020.
JDC-JSC bought 450 SVB Financial Group shares in Q3 2020, an estimated $106K.
SVB Financial Group made up 3.06% of JDC-JSC's portfolio in Q3 2020, its #12 holding.
JDC-JSC first reported a position in SVB Financial Group in Q2 2020 and has held it in 2 quarters since.
527 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2020.

Based on JDC-JSC's 13F filing for Q3 2020, filed 3 Nov 2020.