McKinley Capital Management’s SVB Financial Group SIVB Stock Holding History

McKinley Capital Management’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	-3,754	Closed	-$1.48M	–	179
2022 Q2	$1.48M	Sell	3,754 -758	-17%	-$357K	0.19%	117
2022 Q1	$2.52M	Buy	4,512 +4	+0.1%	+$2.43K	0.25%	106
2021 Q4	$3.06M	Buy	4,508 +584	+15%	+$411K	0.27%	107
2021 Q3	$2.54M	Buy	3,924 +198	+5%	+$115K	0.24%	113
2021 Q2	$2.07M	Buy	+3,726	New	+$2.07M	0.15%	122
2017 Q3	–	Sell	-214	Closed	-$38K	–	493
2017 Q2	$38K	Buy	+214	New	+$38.3K	﹤0.01%	390

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

ATO

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

McKinley Capital Management's SIVB Position: Q3 2022 in Review

McKinley Capital Management sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 3,754 shares — an estimated $1.48M sold.

McKinley Capital Management first reported a position in SIVB in Q2 2017 and held it in 6 quarters. The position peaked at $3.06M in Q4 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

McKinley Capital Management reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
McKinley Capital Management sold 3,754 SVB Financial Group shares in Q3 2022, an estimated $1.48M.
McKinley Capital Management first reported a position in SVB Financial Group in Q2 2017 and held it in 6 quarters.
McKinley Capital Management's SVB Financial Group position peaked at $3.06M in Q4 2021.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on McKinley Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.