JIC
SIVB

Johnson Investment Counsel’s SVB Financial Group SIVB Stock Holding History

Johnson Investment Counsel’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
-658
Closed -$221K – 687
2022
Q3 		$221K Sell
658
-120
-15% -$48.3K ﹤0.01% 594
2022
Q2 		$307K Sell
778
-160
-17% -$75.4K ﹤0.01% 546
2022
Q1 		$525K Sell
938
-15
-2% -$9.1K 0.01% 456
2021
Q4 		$646K Sell
953
-23
-2% -$16.2K 0.01% 408
2021
Q3 		$631K Buy
+976
New +$566K 0.01% 403

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Johnson Investment Counsel's SIVB Position: Q4 2022 in Review

Johnson Investment Counsel sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 658 shares — an estimated $221K sold.

Johnson Investment Counsel first reported a position in SIVB in Q3 2021 and held it in 5 quarters. The position peaked at $646K in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Johnson Investment Counsel reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Johnson Investment Counsel sold 658 SVB Financial Group shares in Q4 2022, an estimated $221K.
  • Johnson Investment Counsel first reported a position in SVB Financial Group in Q3 2021 and held it in 5 quarters.
  • Johnson Investment Counsel's SVB Financial Group position peaked at $646K in Q4 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Johnson Investment Counsel's 13F filing for Q4 2022, filed 14 Feb 2023.