Lisanti Capital Growth’s SVB Financial Group SIVB Stock Holding History

Lisanti Capital Growth’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
2018 Q4	–	Sell	-4,010	Closed	-$1.25M	–	144
2018 Q3	$1.25M	Sell	4,010 -1,385	-26%	-$437K	0.43%	85
2018 Q2	$1.56M	Hold	5,395	–	–	0.6%	72
2018 Q1	$1.29M	Hold	5,395	–	–	0.63%	70
2017 Q4	$1.26M	Buy	5,395 +1,060	+24%	+$226K	0.72%	57
2017 Q3	$811K	Sell	4,335 -140	-3%	-$24.6K	0.51%	74
2017 Q2	$787K	Buy	+4,475	New	+$802K	0.52%	86

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lisanti Capital Growth's SIVB Position: Q4 2018 in Review

Lisanti Capital Growth sold out of SVB Financial Group (SIVB) in Q4 2018, closing a stake of 4,010 shares — an estimated $1.25M sold.

Lisanti Capital Growth first reported a position in SIVB in Q2 2017 and held it in 6 quarters. The position peaked at $1.56M in Q2 2018. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

Lisanti Capital Growth reported no remaining SVB Financial Group position as of Q4 2018 after selling out during the quarter.
Lisanti Capital Growth sold 4,010 SVB Financial Group shares in Q4 2018, an estimated $1.25M.
Lisanti Capital Growth first reported a position in SVB Financial Group in Q2 2017 and held it in 6 quarters.
Lisanti Capital Growth's SVB Financial Group position peaked at $1.56M in Q2 2018.
573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on Lisanti Capital Growth's 13F filing for Q4 2018, filed 8 Feb 2019.