Los Angeles Capital Management’s SVB Financial Group SIVB Stock Holding History

Los Angeles 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 Q4	–	Sell	-1,128	Closed	-$379K	–	1320
2022 Q3	$379K	Buy	1,128 +361	+47%	+$145K	﹤0.01%	1005
2022 Q2	$303K	Buy	+767	New	+$361K	﹤0.01%	1143
2022 Q1	–	Sell	-330	Closed	-$224K	–	1543
2021 Q4	$224K	Sell	330 -5	-1%	-$3.52K	﹤0.01%	1325
2021 Q3	$217K	Buy	+335	New	+$194K	﹤0.01%	1407
2020 Q4	–	Sell	-61,830	Closed	-$14.9M	–	1582
2020 Q3	$14.9M	Sell	61,830 -604	-1%	-$142K	0.07%	201
2020 Q2	$13.5M	Buy	62,434 +3,009	+5%	+$579K	0.06%	231
2020 Q1	$8.98M	Buy	59,425 +24,277	+69%	+$5.34M	0.06%	256
2019 Q4	$8.82M	Buy	35,148 +32,291	+1,130%	+$7.34M	0.04%	303
2019 Q3	$597K	Sell	2,857 -2,200	-44%	-$461K	﹤0.01%	932
2019 Q2	$1.14M	Buy	5,057 +1,000	+25%	+$231K	0.01%	804
2019 Q1	$902K	Buy	+4,057	New	+$945K	0.01%	886
2015 Q1	–	Sell	-1,845	Closed	-$214K	–	1293
2014 Q4	$214K	Sell	1,845 -2,215	-55%	-$242K	﹤0.01%	1050
2014 Q3	$455K	Buy	+4,060	New	+$450K	0.01%	807
2014 Q2	–	Sell	-6,600	Closed	-$850K	–	1380
2014 Q1	$850K	Sell	6,600 -60	-0.9%	-$7.01K	0.01%	714
2013 Q4	$698K	Sell	6,660 -120	-2%	-$11.7K	0.01%	794
2013 Q3	$586K	Sell	6,780 -17,945	-73%	-$1.55M	0.01%	863
2013 Q2	$2.06M	Buy	+24,725	New	+$1.81M	0.03%	463

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

Los Angeles Capital Management's SIVB Position: Q4 2022 in Review

Los Angeles Capital Management sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 1,128 shares — an estimated $379K sold.

Los Angeles Capital Management first reported a position in SIVB in Q2 2013 and held it in 17 quarters. The position peaked at $14.9M in Q3 2020. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

Los Angeles Capital Management reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
Los Angeles Capital Management sold 1,128 SVB Financial Group shares in Q4 2022, an estimated $379K.
Los Angeles Capital Management first reported a position in SVB Financial Group in Q2 2013 and held it in 17 quarters.
Los Angeles Capital Management's SVB Financial Group position peaked at $14.9M in Q3 2020.
644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Los Angeles Capital Management's 13F filing for Q4 2022, filed 6 Feb 2023.