MG
SIVB

Mather Group’s SVB Financial Group SIVB Stock Holding History

Mather Group’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
Q3 		– Sell
-510
Closed -$201K – 484
2022
Q2 		$201K Sell
510
-539
-51% -$254K ﹤0.01% 366
2022
Q1 		$587K Sell
1,049
-12
-1% -$7.28K 0.01% 238
2021
Q4 		$720K Buy
1,061
+491
+86% +$346K 0.01% 183
2021
Q3 		$369K Buy
570
+30
+6% +$17.4K 0.01% 203
2021
Q2 		$300K Buy
540
+1
+0.2% +$555 0.01% 216
2021
Q1 		$266K Buy
+539
New +$265K 0.01% 220

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mather Group's SIVB Position: Q3 2022 in Review

Mather Group sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 510 shares — an estimated $201K sold.

Mather Group first reported a position in SIVB in Q1 2021 and held it in 6 quarters. The position peaked at $720K in Q4 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Mather Group reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Mather Group sold 510 SVB Financial Group shares in Q3 2022, an estimated $201K.
  • Mather Group first reported a position in SVB Financial Group in Q1 2021 and held it in 6 quarters.
  • Mather Group's SVB Financial Group position peaked at $720K in Q4 2021.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Mather Group's 13F filing for Q3 2022, filed 15 Nov 2022.