LFM
SIVB

LGT Fund Management’s SVB Financial Group SIVB Stock Holding History

LGT Fund 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
2022
Q3 		– Sell
-16,971
Closed -$6.7M – 184
2022
Q2 		$6.7M Buy
16,971
+5,513
+48% +$2.6M 0.98% 22
2022
Q1 		$6.28M Buy
11,458
+7,958
+227% +$4.83M 0.84% 27
2021
Q4 		$2.37M Buy
+3,500
New +$2.47M 0.68% 48

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

LGT Fund Management's SIVB Position: Q3 2022 in Review

LGT Fund Management sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 16,971 shares — an estimated $6.7M sold.

LGT Fund Management first reported a position in SIVB in Q4 2021 and held it in 3 quarters. The position peaked at $6.7M in Q2 2022. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • LGT Fund Management reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • LGT Fund Management sold 16,971 SVB Financial Group shares in Q3 2022, an estimated $6.7M.
  • LGT Fund Management first reported a position in SVB Financial Group in Q4 2021 and held it in 3 quarters.
  • LGT Fund Management's SVB Financial Group position peaked at $6.7M in Q2 2022.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on LGT Fund Management's 13F filing for Q3 2022, filed 19 Oct 2022.