LIA
SIVB

LS Investment Advisors’s SVB Financial Group SIVB Stock Holding History

LS Investment Advisors’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
2021
Q2 		– Sell
-1,017
Closed -$502K – 807
2021
Q1 		$502K Sell
1,017
-421
-29% -$207K 0.03% 382
2020
Q4 		$558K Buy
1,438
+294
+26% +$95.3K 0.03% 399
2020
Q3 		$275K Sell
1,144
-67
-6% -$15.8K 0.02% 593
2020
Q2 		$261K Sell
1,211
-54
-4% -$10.4K 0.02% 618
2020
Q1 		$191K Sell
1,265
-267
-17% -$58.8K 0.01% 645
2019
Q4 		$385K Sell
1,532
-612
-29% -$139K 0.02% 581
2019
Q3 		$448K Sell
2,144
-53
-2% -$11.1K 0.03% 489
2019
Q2 		$493K Buy
2,197
+28
+1% +$6.47K 0.03% 464
2019
Q1 		$482K Sell
2,169
-105
-5% -$24.4K 0.03% 468
2018
Q4 		$432K Buy
2,274
+631
+38% +$154K 0.03% 466
2018
Q3 		$511K Sell
1,643
-169
-9% -$53.3K 0.03% 490
2018
Q2 		$523K Sell
1,812
-281
-13% -$82.6K 0.03% 479
2018
Q1 		$502K Sell
2,093
-2,152
-51% -$540K 0.03% 496
2017
Q4 		$992K Sell
4,245
-543
-11% -$116K 0.06% 288
2017
Q3 		$896K Sell
4,788
-147
-3% -$25.9K 0.05% 300
2017
Q2 		$868K Buy
4,935
+1,387
+39% +$248K 0.05% 301
2017
Q1 		$660K Sell
3,548
-69
-2% -$12.5K 0.04% 357
2016
Q4 		$621K Buy
3,617
+223
+7% +$32K 0.04% 344
2016
Q3 		$375K Buy
3,394
+245
+8% +$25.5K 0.03% 485
2016
Q2 		$300K Buy
3,149
+1,326
+73% +$136K 0.02% 608
2016
Q1 		$186K Buy
1,823
+93
+5% +$9K 0.01% 651
2015
Q4 		$206K Buy
1,730
+19
+1% +$2.36K 0.02% 629
2015
Q3 		$198K Buy
1,711
+50
+3% +$6.7K 0.02% 621
2015
Q2 		$239K Buy
1,661
+1,633
+5,832% +$221K 0.02% 583
2015
Q1 		$4K Hold
28
– – ﹤0.01% 870
2014
Q4 		$3K Hold
28
– – ﹤0.01% 907
2014
Q3 		$3K Buy
+28
New +$3.11K ﹤0.01% 906

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LS Investment Advisors's SIVB Position: Q2 2021 in Review

LS Investment Advisors sold out of SVB Financial Group (SIVB) in Q2 2021, closing a stake of 1,017 shares — an estimated $502K sold.

LS Investment Advisors first reported a position in SIVB in Q3 2014 and held it in 27 quarters. The position peaked at $992K in Q4 2017. 732 funds tracked by Wall St. Rank hold SIVB as of Q2 2021.

  • LS Investment Advisors reported no remaining SVB Financial Group position as of Q2 2021 after selling out during the quarter.
  • LS Investment Advisors sold 1,017 SVB Financial Group shares in Q2 2021, an estimated $502K.
  • LS Investment Advisors first reported a position in SVB Financial Group in Q3 2014 and held it in 27 quarters.
  • LS Investment Advisors's SVB Financial Group position peaked at $992K in Q4 2017.
  • 732 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2021.

Based on LS Investment Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.