LIP
SIVB
Liontrust Investment Partners’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-59,564
| Closed | -$13.7M | – | 251 |
|
|
2022
Q4 | $13.7M | Buy |
59,564
+15,000
| +34% | +$3.45M | 0.24% | 53 |
|
|
2022
Q3 | $15M | Hold |
44,564
| – | – | 0.24% | 54 |
|
|
2022
Q2 | $17.6M | Hold |
44,564
| – | – | 0.25% | 58 |
|
|
2022
Q1 | $24.9M | Sell |
44,564
-5,000
| -10% | -$2.8M | 0.33% | 46 |
|
|
2021
Q4 | $33.6M | Sell |
49,564
-3,000
| -6% | -$2.03M | 0.4% | 40 |
|
|
2021
Q3 | $34M | Buy |
+52,564
| New | +$34M | 0.47% | 38 |
|
|
2020
Q4 | $22.7M | Buy |
+58,464
| New | +$22.7M | 0.46% | 43 |
|