M.D. Sass LLC’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $19.5M | Sell |
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|
2020
Q3 | $17.4M | Buy |
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|
2020
Q2 | $8.59M | Sell |
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|
2020
Q1 | $9.02M | Buy |
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|
2019
Q4 | $13.5M | Sell |
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|
2019
Q3 | $11.6M | Buy |
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|
2019
Q2 | $12.3M | Sell |
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|
2019
Q1 | $20.4M | Buy |
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|
2018
Q4 | $15.7M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $10.8M | Sell |
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|
2017
Q2 | $36.7M | Sell |
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|
2017
Q1 | $45.1M | Sell |
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|
2016
Q4 | $59.3M | Sell |
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|
2016
Q3 | $64.1M | Buy |
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|
2016
Q2 | $40.9M | Buy |
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