McKinley Capital Management’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,754
| Closed | -$1.48M | – | 179 |
|
|
2022
Q2 | $1.48M | Sell |
3,754
-758
| -17% | -$299K | 0.19% | 117 |
|
|
2022
Q1 | $2.52M | Buy |
4,512
+4
| +0.1% | +$2.24K | 0.25% | 106 |
|
|
2021
Q4 | $3.06M | Buy |
4,508
+584
| +15% | +$396K | 0.27% | 107 |
|
|
2021
Q3 | $2.54M | Buy |
3,924
+198
| +5% | +$128K | 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 | +$38K | ﹤0.01% | 390 |
|