LCM
SIVB

Logan Capital Management’s SVB Financial Group SIVB Stock Holding History

Logan Capital 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
-15
Closed -$6K – 547
2022
Q2 		$6K Hold
15
– – ﹤0.01% 460
2022
Q1 		$8K Sell
15
-23
-61% -$14K ﹤0.01% 453
2021
Q4 		$26K Sell
38
-22
-37% -$15.5K ﹤0.01% 407
2021
Q3 		$39K Hold
60
– – ﹤0.01% 376
2021
Q2 		$33K Hold
60
– – ﹤0.01% 382
2021
Q1 		$30K Buy
+60
New +$29.5K ﹤0.01% 380

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

Logan Capital Management's SIVB Position: Q3 2022 in Review

Logan Capital Management sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 15 shares — an estimated $6K sold.

Logan Capital Management first reported a position in SIVB in Q1 2021 and held it in 6 quarters. The position peaked at $39K in Q3 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Logan Capital Management reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Logan Capital Management sold 15 SVB Financial Group shares in Q3 2022, an estimated $6K.
  • Logan Capital Management first reported a position in SVB Financial Group in Q1 2021 and held it in 6 quarters.
  • Logan Capital Management's SVB Financial Group position peaked at $39K in Q3 2021.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Logan Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.