McDonald Partners’s SVB Financial Group SIVB Stock Holding History

McDonald 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 Q1	–	Sell	-49	Closed	-$33.2K	–	740
2021 Q4	$33.2K	Buy	+49	New	+$34.5K	0.03%	125

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

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

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

ATO

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McDonald Partners's SIVB Position: Q1 2022 in Review

McDonald Partners sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 49 shares — an estimated $33.2K sold.

McDonald Partners first reported a position in SIVB in Q4 2021 and held it in 1 quarter. The position peaked at $33.2K in Q4 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

McDonald Partners reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 49 SVB Financial Group shares in Q1 2022, an estimated $33.2K.
McDonald Partners first reported a position in SVB Financial Group in Q4 2021 and held it in 1 quarter.
McDonald Partners's SVB Financial Group position peaked at $33.2K in Q4 2021.
805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.