Menlo Advisors’s SVB Financial Group SIVB Stock Holding History

Menlo Advisors’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 Q2	–	Sell	-500	Closed	-$279K	–	38
2022 Q1	$279K	Hold	500	–	–	0.15%	35
2021 Q4	$339K	Hold	500	–	–	0.17%	41
2021 Q3	$323K	Hold	500	–	–	0.17%	40
2021 Q2	$278K	Hold	500	–	–	0.15%	40
2021 Q1	$246K	Buy	+500	New	+$246K	0.15%	37

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Menlo Advisors's SIVB Position: Q2 2022 in Review

Menlo Advisors sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 500 shares — an estimated $279K sold.

Menlo Advisors first reported a position in SIVB in Q1 2021 and held it in 5 quarters. The position peaked at $339K in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

Menlo Advisors reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
Menlo Advisors sold 500 SVB Financial Group shares in Q2 2022, an estimated $279K.
Menlo Advisors first reported a position in SVB Financial Group in Q1 2021 and held it in 5 quarters.
Menlo Advisors's SVB Financial Group position peaked at $339K in Q4 2021.
749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Menlo Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.