Lombard Odier Asset Management (Switzerland)’s SVB Financial Group SIVB Stock Holding History

Lombard Odier Asset Management (Switzerland)’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 Q4	–	Sell	-4,105	Closed	-$1.38M	–	377
2022 Q3	$1.38M	Sell	4,105 -4,369	-52%	-$1.76M	0.12%	134
2022 Q2	$3.35M	Buy	+8,474	New	+$3.99M	0.28%	85
2022 Q1	–	Sell	-3,282	Closed	-$2.23M	–	414
2021 Q4	$2.23M	Buy	+3,282	New	+$2.31M	0.14%	91
2021 Q3	–	Sell	-664	Closed	-$369K	–	501
2021 Q2	$369K	Buy	+664	New	+$368K	0.02%	383

Other funds holding SIVB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s SIVB Position: Q4 2022 in Review

Lombard Odier Asset Management (Switzerland) sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 4,105 shares — an estimated $1.38M sold.

Lombard Odier Asset Management (Switzerland) first reported a position in SIVB in Q2 2021 and held it in 4 quarters. The position peaked at $3.35M in Q2 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

Lombard Odier Asset Management (Switzerland) reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
Lombard Odier Asset Management (Switzerland) sold 4,105 SVB Financial Group shares in Q4 2022, an estimated $1.38M.
Lombard Odier Asset Management (Switzerland) first reported a position in SVB Financial Group in Q2 2021 and held it in 4 quarters.
Lombard Odier Asset Management (Switzerland)'s SVB Financial Group position peaked at $3.35M in Q2 2022.
644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q4 2022, filed 14 Feb 2023.