Kennedy Capital Management’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,289
| Closed | -$2.29M | – | 764 |
|
|
2019
Q1 | $2.29M | Sell |
10,289
-8,961
| -47% | -$1.99M | 0.05% | 519 |
|
|
2018
Q4 | $3.66M | Sell |
19,250
-15,038
| -44% | -$2.86M | 0.09% | 408 |
|
|
2018
Q3 | $10.7M | Sell |
34,288
-4,877
| -12% | -$1.52M | 0.2% | 161 |
|
|
2018
Q2 | $11.3M | Buy |
39,165
+2,298
| +6% | +$664K | 0.21% | 132 |
|
|
2018
Q1 | $8.85M | Sell |
36,867
-12,368
| -25% | -$2.97M | 0.17% | 181 |
|
|
2017
Q4 | $11.5M | Sell |
49,235
-4,383
| -8% | -$1.02M | 0.21% | 145 |
|
|
2017
Q3 | $10M | Sell |
53,618
-11,063
| -17% | -$2.07M | 0.18% | 177 |
|
|
2017
Q2 | $11.4M | Sell |
64,681
-9,223
| -12% | -$1.62M | 0.22% | 148 |
|
|
2017
Q1 | $13.8M | Sell |
73,904
-10,837
| -13% | -$2.02M | 0.24% | 120 |
|
|
2016
Q4 | $14.5M | Buy |
84,741
+5,023
| +6% | +$862K | 0.25% | 111 |
|
|
2016
Q3 | $8.81M | Buy |
79,718
+29,642
| +59% | +$3.28M | 0.17% | 206 |
|
|
2016
Q2 | $4.77M | Buy |
+50,076
| New | +$4.77M | 0.1% | 359 |
|