Jupiter Asset Management’s SVB Financial Group SIVB Stock Holding History

Jupiter Asset Management’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	-1,560	Closed	-$617K	–	665
2022 Q2	$617K	Sell	1,560 -53,080	-97%	-$25M	0.01%	472
2022 Q1	$30.6M	Sell	54,640 -9,553	-15%	-$5.8M	0.36%	88
2021 Q4	$43.6M	Buy	64,193 +18,134	+39%	+$12.8M	0.48%	62
2021 Q3	$29.8M	Buy	46,059 +45,651	+11,189%	+$26.5M	0.34%	94
2021 Q2	$227K	Sell	408 -89	-18%	-$49.4K	﹤0.01%	555
2021 Q1	$245K	Buy	+497	New	+$244K	﹤0.01%	540
2020 Q1	–	Sell	-17,172	Closed	-$4.31M	–	232
2019 Q4	$4.31M	Buy	+17,172	New	+$3.9M	0.13%	157
2019 Q3	–	Sell	-52,811	Closed	-$11.9M	–	234
2019 Q2	$11.9M	Sell	52,811 -73,710	-58%	-$17M	0.38%	75
2019 Q1	$28.1M	Buy	126,521 +28,952	+30%	+$6.74M	0.91%	21
2018 Q4	$18.5M	Sell	97,569 -40,153	-29%	-$9.82M	0.65%	38
2018 Q3	$43.1M	Buy	137,722 +55,896	+68%	+$17.6M	1.23%	12
2018 Q2	$23.6M	Buy	81,826 +46,820	+134%	+$13.8M	0.69%	38
2018 Q1	$8.4M	Buy	35,006 +21,349	+156%	+$5.36M	0.26%	108
2017 Q4	$3.19M	Buy	+13,657	New	+$2.91M	0.09%	192
2016 Q4	–	Sell	-25,000	Closed	-$2.76M	–	220
2016 Q3	$2.76M	Sell	25,000 -18,000	-42%	-$1.87M	0.1%	181
2016 Q2	$4.09M	Buy	43,000 +5,500	+15%	+$563K	0.16%	163
2016 Q1	$3.83M	Buy	+37,500	New	+$3.63M	0.15%	159
2015 Q4	–	Sell	-22,000	Closed	-$2.54M	–	210
2015 Q3	$2.54M	Buy	22,000 +4,170	+23%	+$559K	0.1%	174
2015 Q2	$2.57M	Buy	+17,830	New	+$2.41M	0.09%	186
2014 Q4	–	Sell	-90,000	Closed	-$10.1M	–	260
2014 Q3	$10.1M	Buy	90,000 +10,000	+13%	+$1.11M	0.34%	79
2014 Q2	$9.33M	Buy	80,000 +63,000	+371%	+$7.02M	0.3%	94
2014 Q1	$2.19M	Buy	+17,000	New	+$1.99M	0.07%	202

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jupiter Asset Management's SIVB Position: Q3 2022 in Review

Jupiter Asset Management sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 1,560 shares — an estimated $617K sold.

Jupiter Asset Management first reported a position in SIVB in Q1 2014 and held it in 22 quarters. The position peaked at $43.6M in Q4 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

Jupiter Asset Management reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
Jupiter Asset Management sold 1,560 SVB Financial Group shares in Q3 2022, an estimated $617K.
Jupiter Asset Management first reported a position in SVB Financial Group in Q1 2014 and held it in 22 quarters.
Jupiter Asset Management's SVB Financial Group position peaked at $43.6M in Q4 2021.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Jupiter Asset Management's 13F filing for Q3 2022, filed 10 Nov 2022.