KWILP
SIVB

Kiwi Wealth Investments Limited Partnership’s SVB Financial Group SIVB Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-5,228
Closed -$2.07M – 274
2022
Q3 		$2.07M Hold
5,228
– – 0.14% 142
2022
Q2 		$2.07M Buy
+5,228
New +$2.46M 0.14% 142
2022
Q1 		– Sell
-8,229
Closed -$5.58M – 277
2021
Q4 		$5.58M Sell
8,229
-13,760
-63% -$9.69M 0.26% 105
2021
Q3 		$14.2M Buy
21,989
+2,905
+15% +$1.68M 0.73% 31
2021
Q2 		$10.6M Buy
+19,084
New +$10.6M 0.55% 51
2020
Q4 		– Sell
-18,855
Closed -$4.54M – 301
2020
Q3 		$4.54M Buy
18,855
+4,734
+34% +$1.11M 0.32% 86
2020
Q2 		$3.04M Sell
14,121
-5,680
-29% -$1.09M 0.25% 107
2020
Q1 		$2.99M Buy
+19,801
New +$4.36M 0.3% 91
2019
Q1 		– Sell
-18,930
Closed -$3.6M – 205
2018
Q4 		$3.6M Sell
18,930
-23,594
-55% -$5.77M 0.38% 84
2018
Q3 		$13.2M Sell
42,524
-1,308
-3% -$413K 1.24% 19
2018
Q2 		$12.7M Sell
43,832
-1,605
-4% -$472K 1.2% 22
2018
Q1 		$10.9M Buy
+45,437
New +$11.4M 1.07% 28
2017
Q3 		– Sell
-35,843
Closed -$6.3M – 169
2017
Q2 		$6.3M Sell
35,843
-4,435
-11% -$794K 0.58% 38
2017
Q1 		$7.5M Sell
40,278
-4,051
-9% -$737K 0.62% 32
2016
Q4 		$7.61M Sell
44,329
-42,938
-49% -$6.16M 0.65% 33
2016
Q3 		$9.65M Buy
+87,267
New +$9.08M 0.83% 30

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's SIVB Position: Q4 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 5,228 shares — an estimated $2.07M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in SIVB in Q3 2016 and held it in 16 quarters. The position peaked at $14.2M in Q3 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Kiwi Wealth Investments Limited Partnership reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 5,228 SVB Financial Group shares in Q4 2022, an estimated $2.07M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in SVB Financial Group in Q3 2016 and held it in 16 quarters.
  • Kiwi Wealth Investments Limited Partnership's SVB Financial Group position peaked at $14.2M in Q3 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2022, filed 15 Feb 2023.