KCM
SIVB

Kennedy Capital Management’s SVB Financial Group SIVB Stock Holding History

Kennedy Capital 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
2019
Q2 		– Sell
-10,289
Closed -$2.29M – 764
2019
Q1 		$2.29M Sell
10,289
-8,961
-47% -$2.09M 0.05% 519
2018
Q4 		$3.66M Sell
19,250
-15,038
-44% -$3.68M 0.09% 408
2018
Q3 		$10.7M Sell
34,288
-4,877
-12% -$1.54M 0.2% 161
2018
Q2 		$11.3M Buy
39,165
+2,298
+6% +$675K 0.21% 132
2018
Q1 		$8.85M Sell
36,867
-12,368
-25% -$3.1M 0.17% 181
2017
Q4 		$11.5M Sell
49,235
-4,383
-8% -$934K 0.21% 145
2017
Q3 		$10M Sell
53,618
-11,063
-17% -$1.95M 0.18% 177
2017
Q2 		$11.4M Sell
64,681
-9,223
-12% -$1.65M 0.22% 148
2017
Q1 		$13.8M Sell
73,904
-10,837
-13% -$1.97M 0.24% 120
2016
Q4 		$14.5M Buy
84,741
+5,023
+6% +$720K 0.25% 111
2016
Q3 		$8.81M Buy
79,718
+29,642
+59% +$3.09M 0.17% 206
2016
Q2 		$4.76M Buy
+50,076
New +$5.12M 0.1% 359

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kennedy Capital Management's SIVB Position: Q2 2019 in Review

Kennedy Capital Management sold out of SVB Financial Group (SIVB) in Q2 2019, closing a stake of 10,289 shares — an estimated $2.29M sold.

Kennedy Capital Management first reported a position in SIVB in Q2 2016 and held it in 12 quarters. The position peaked at $14.5M in Q4 2016. 547 funds tracked by Wall St. Rank hold SIVB as of Q2 2019.

  • Kennedy Capital Management reported no remaining SVB Financial Group position as of Q2 2019 after selling out during the quarter.
  • Kennedy Capital Management sold 10,289 SVB Financial Group shares in Q2 2019, an estimated $2.29M.
  • Kennedy Capital Management first reported a position in SVB Financial Group in Q2 2016 and held it in 12 quarters.
  • Kennedy Capital Management's SVB Financial Group position peaked at $14.5M in Q4 2016.
  • 547 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2019.

Based on Kennedy Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.