LF
SIVB

Lee Financial’s SVB Financial Group SIVB Stock Holding History

Lee Financial’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
Q2 		– Sell
-4
Closed -$2K – 1045
2022
Q1 		$2K Hold
4
– – ﹤0.01% 705
2021
Q4 		$3K Hold
4
– – ﹤0.01% 696
2021
Q3 		$3K Hold
4
– – ﹤0.01% 578
2021
Q2 		$2K Buy
+4
New +$2.22K ﹤0.01% 648
2018
Q3 		– Sell
-63
Closed -$18K – 817
2018
Q2 		$18K Sell
63
-16
-20% -$4.7K ﹤0.01% 374
2018
Q1 		$19K Sell
79
-6
-7% -$1.51K ﹤0.01% 359
2017
Q4 		$20K Hold
85
– – 0.01% 254
2017
Q3 		$16K Hold
85
– – 0.01% 270
2017
Q2 		$15K Hold
85
– – 0.01% 276
2017
Q1 		$16K Hold
85
– – 0.01% 234
2016
Q4 		$15K Buy
+85
New +$12.2K 0.01% 247

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee Financial's SIVB Position: Q2 2022 in Review

Lee Financial sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 4 shares — an estimated $2K sold.

Lee Financial first reported a position in SIVB in Q4 2016 and held it in 11 quarters. The position peaked at $20K in Q4 2017. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • Lee Financial reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • Lee Financial sold 4 SVB Financial Group shares in Q2 2022, an estimated $2K.
  • Lee Financial first reported a position in SVB Financial Group in Q4 2016 and held it in 11 quarters.
  • Lee Financial's SVB Financial Group position peaked at $20K in Q4 2017.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Lee Financial's 13F filing for Q2 2022, filed 10 Aug 2022.