JG
SIVB

Jefferies Group’s SVB Financial Group SIVB Stock Holding History

Jefferies Group’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
-1,296
Closed -$512K – 2090
2022
Q2 		$512K Buy
+1,296
New +$610K ﹤0.01% 986
2021
Q4 		– Sell
-2,000
Closed -$1.29M – 2187
2021
Q3 		$1.29M Sell
2,000
-6,300
-76% -$3.65M 0.01% 902
2021
Q2 		$4.62M Buy
+8,300
New +$4.6M 0.03% 491
2021
Q1 		– Sell
-3,500
Closed -$1.36M – 2181
2020
Q4 		$1.36M Sell
3,500
-2,195
-39% -$711K 0.01% 833
2020
Q3 		$1.37M Buy
+5,695
New +$1.34M 0.02% 707
2020
Q1 		– Sell
-15,299
Closed -$3.84M – 2959
2019
Q4 		$3.84M Buy
15,299
+9,674
+172% +$2.2M 0.03% 650
2019
Q3 		$1.18M Sell
5,625
-2,035
-27% -$426K 0.01% 1422
2019
Q2 		$1.72M Buy
+7,660
New +$1.77M 0.01% 999
2019
Q1 		– Sell
-4,856
Closed -$922K – 2872
2018
Q4 		$922K Buy
4,856
+3,086
+174% +$755K 0.01% 1193
2018
Q3 		$550K Sell
1,770
-21,452
-92% -$6.77M ﹤0.01% 1594
2018
Q2 		$6.71M Buy
+23,222
New +$6.82M 0.04% 402
2017
Q4 		– Sell
-1,751
Closed -$328K – 3029
2017
Q3 		$328K Sell
1,751
-1,939
-53% -$341K ﹤0.01% 1838
2017
Q2 		$649K Sell
3,690
-11,319
-75% -$2.03M ﹤0.01% 1489
2017
Q1 		$2.79M Buy
+15,009
New +$2.73M 0.02% 754
2016
Q3 		– Sell
-2,459
Closed -$234K – 2653
2016
Q2 		$234K Buy
2,459
+234
+11% +$23.9K ﹤0.01% 1754
2016
Q1 		$227K Buy
+2,225
New +$215K ﹤0.01% 1798
2015
Q4 		– Sell
-3,794
Closed -$438K – 2829
2015
Q3 		$438K Buy
3,794
+2,794
+279% +$374K ﹤0.01% 1569
2015
Q2 		$144K Buy
+1,000
New +$135K ﹤0.01% 2068
2014
Q3 		– Sell
-3,222
Closed -$376K – 2748
2014
Q2 		$376K Sell
3,222
-407
-11% -$45.4K ﹤0.01% 1396
2014
Q1 		$467K Buy
+3,629
New +$424K ﹤0.01% 1312

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Group's SIVB Position: Q3 2022 in Review

Jefferies Group sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 1,296 shares — an estimated $512K sold.

Jefferies Group first reported a position in SIVB in Q1 2014 and held it in 20 quarters. The position peaked at $6.71M in Q2 2018. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Jefferies Group reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Jefferies Group sold 1,296 SVB Financial Group shares in Q3 2022, an estimated $512K.
  • Jefferies Group first reported a position in SVB Financial Group in Q1 2014 and held it in 20 quarters.
  • Jefferies Group's SVB Financial Group position peaked at $6.71M in Q2 2018.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.