KA
SIVB

Kaizen Advisory’s SVB Financial Group SIVB Stock Holding History

Kaizen Advisory’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
2018
Q4 		$28K Buy
149
+15
+11% +$3.67K 0.02% 457
2018
Q3 		$42K Hold
134
– – 0.02% 375
2018
Q2 		$39K Buy
+134
New +$39.4K 0.02% 399

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kaizen Advisory's SIVB Position: Q4 2018 in Review

Kaizen Advisory increased its SVB Financial Group (SIVB) stake by 11% in Q4 2018, buying an estimated $3.67K and bringing the position to 149 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #457.

Kaizen Advisory first reported a position in SIVB in Q2 2018 and has held it in 3 quarters since. The position peaked at $42K in Q3 2018. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

  • Kaizen Advisory held 149 shares of SVB Financial Group worth $28K as of Q4 2018.
  • Kaizen Advisory bought 15 SVB Financial Group shares in Q4 2018, an estimated $3.67K.
  • SVB Financial Group made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #457 holding.
  • Kaizen Advisory first reported a position in SVB Financial Group in Q2 2018 and has held it in 3 quarters since.
  • Kaizen Advisory's SVB Financial Group position peaked at $42K in Q3 2018.
  • 573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.