JSL
SIVB

JT Stratford LLC’s SVB Financial Group SIVB Stock Holding History

JT Stratford LLC’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
-895
Closed -$301K – 229
2022
Q3 		$301K Sell
895
-1,875
-68% -$755K 0.11% 158
2022
Q2 		$1.09M Sell
2,770
-186
-6% -$87.6K 0.35% 74
2022
Q1 		$1.65M Buy
2,956
+127
+4% +$77.1K 0.48% 61
2021
Q4 		$1.92M Buy
2,829
+214
+8% +$151K 0.53% 54
2021
Q3 		$1.69M Buy
2,615
+268
+11% +$155K 0.52% 51
2021
Q2 		$1.31M Buy
2,347
+192
+9% +$107K 0.42% 67
2021
Q1 		$1.06M Buy
+2,155
New +$1.06M 0.38% 71

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

JT Stratford LLC's SIVB Position: Q4 2022 in Review

JT Stratford LLC sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 895 shares — an estimated $301K sold.

JT Stratford LLC first reported a position in SIVB in Q1 2021 and held it in 7 quarters. The position peaked at $1.92M in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • JT Stratford LLC reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • JT Stratford LLC sold 895 SVB Financial Group shares in Q4 2022, an estimated $301K.
  • JT Stratford LLC first reported a position in SVB Financial Group in Q1 2021 and held it in 7 quarters.
  • JT Stratford LLC's SVB Financial Group position peaked at $1.92M in Q4 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on JT Stratford LLC's 13F filing for Q4 2022, filed 14 Feb 2023.