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
2021
Q1 		– Sell
-25,000
Closed -$9.7M – 2182
2020
Q4 		$9.7M Buy
+25,000
New +$8.1M 0.08% 225
2018
Q4 		– Sell
-3,300
Closed -$1.03M – 2856
2018
Q3 		$1.03M Hold
3,300
– – 0.01% 1317
2018
Q2 		$953K Buy
+3,300
New +$970K 0.01% 1295
2017
Q2 		– Sell
-4,000
Closed -$744K – 2837
2017
Q1 		$744K Buy
+4,000
New +$727K 0.01% 1414
2016
Q2 		– Sell
-6,500
Closed -$663K – 2704
2016
Q1 		$663K Buy
+6,500
New +$629K ﹤0.01% 1316

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.