Marietta Investment Partners’s SVB Financial Group SIVB Stock Holding History

Marietta Investment Partners’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 Q2	–	Sell	-7,934	Closed	-$4.44M	–	187
2022 Q1	$4.44M	Sell	7,934 -100	-1%	-$60.7K	1.01%	34
2021 Q4	$5.45M	Buy	8,034 +1,668	+26%	+$1.18M	1.15%	26
2021 Q3	$4.12M	Buy	+6,366	New	+$3.69M	0.94%	32
2018 Q4	–	Sell	-2,400	Closed	-$746K	–	153
2018 Q3	$746K	Buy	2,400 +20	+0.8%	+$6.31K	0.22%	77
2018 Q2	$687K	Hold	2,380	–	–	0.21%	84
2018 Q1	$571K	Buy	2,380 +480	+25%	+$120K	0.17%	90
2017 Q4	$444K	Buy	+1,900	New	+$405K	0.13%	105
2014 Q4	–	Sell	-35,782	Closed	-$4.01M	–	137
2014 Q3	$4.01M	Buy	35,782 +304	+0.9%	+$33.7K	1.78%	27
2014 Q2	$4.14M	Buy	35,478 +19,004	+115%	+$2.12M	1.71%	30
2014 Q1	$2.12M	Buy	+16,474	New	+$1.92M	0.82%	40

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ATO

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marietta Investment Partners's SIVB Position: Q2 2022 in Review

Marietta Investment Partners sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 7,934 shares — an estimated $4.44M sold.

Marietta Investment Partners first reported a position in SIVB in Q1 2014 and held it in 10 quarters. The position peaked at $5.45M in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

Marietta Investment Partners reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
Marietta Investment Partners sold 7,934 SVB Financial Group shares in Q2 2022, an estimated $4.44M.
Marietta Investment Partners first reported a position in SVB Financial Group in Q1 2014 and held it in 10 quarters.
Marietta Investment Partners's SVB Financial Group position peaked at $5.45M in Q4 2021.
749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Marietta Investment Partners's 13F filing for Q2 2022, filed 10 Aug 2022.