Marshall Wace North America’s SVB Financial Group SIVB Stock Holding History

Marshall Wace North America’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 Q3	–	Sell	-4,374	Closed	-$2.43M	–	1870
2021 Q2	$2.43M	Sell	4,374 -38,514	-90%	-$21.4M	0.01%	748
2021 Q1	$21.2M	Buy	+42,888	New	+$21.1M	0.09%	247
2020 Q3	–	Sell	-5,824	Closed	-$1.26M	–	1607
2020 Q2	$1.26M	Buy	+5,824	New	+$1.12M	0.01%	704
2019 Q4	–	Sell	-4,356	Closed	-$910K	–	1771
2019 Q3	$910K	Sell	4,356 -31,348	-88%	-$6.57M	0.01%	714
2019 Q2	$8.02M	Buy	+35,704	New	+$8.26M	0.05%	268
2019 Q1	–	Sell	-3,636	Closed	-$691K	–	2108
2018 Q4	$691K	Buy	+3,636	New	+$889K	0.01%	702
2017 Q2	–	Sell	-8,213	Closed	-$1.53M	–	1573
2017 Q1	$1.53M	Buy	+8,213	New	+$1.49M	0.01%	630
2013 Q4	$6.99M	Sell	66,699 -34,726	-34%	-$3.4M	0.15%	161
2013 Q3	$8.76M	Buy	+101,425	New	+$8.76M	0.27%	102

Other funds holding SIVB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

ATO

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

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

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Marshall Wace North America's SIVB Position: Q3 2021 in Review

Marshall Wace North America sold out of SVB Financial Group (SIVB) in Q3 2021, closing a stake of 4,374 shares — an estimated $2.43M sold.

Marshall Wace North America first reported a position in SIVB in Q3 2013 and held it in 9 quarters. The position peaked at $21.2M in Q1 2021. 776 funds tracked by Wall St. Rank hold SIVB as of Q3 2021.

Marshall Wace North America reported no remaining SVB Financial Group position as of Q3 2021 after selling out during the quarter.
Marshall Wace North America sold 4,374 SVB Financial Group shares in Q3 2021, an estimated $2.43M.
Marshall Wace North America first reported a position in SVB Financial Group in Q3 2013 and held it in 9 quarters.
Marshall Wace North America's SVB Financial Group position peaked at $21.2M in Q1 2021.
776 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.