MIC
SIVB

Meridian Investment Counsel’s SVB Financial Group SIVB Stock Holding History

Meridian Investment Counsel’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
-535
Closed -$211K – 209
2022
Q2 		$211K Hold
535
– – 0.09% 185
2022
Q1 		$299K Hold
535
– – 0.1% 177
2021
Q4 		$363K Hold
535
– – 0.12% 159
2021
Q3 		$346K Buy
535
+157
+42% +$91K 0.13% 153
2021
Q2 		$210K Buy
+378
New +$210K 0.07% 194

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $23.8B AUM 34.25% 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

Meridian Investment Counsel's SIVB Position: Q3 2022 in Review

Meridian Investment Counsel sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 535 shares — an estimated $211K sold.

Meridian Investment Counsel first reported a position in SIVB in Q2 2021 and held it in 5 quarters. The position peaked at $363K in Q4 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Meridian Investment Counsel reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Meridian Investment Counsel sold 535 SVB Financial Group shares in Q3 2022, an estimated $211K.
  • Meridian Investment Counsel first reported a position in SVB Financial Group in Q2 2021 and held it in 5 quarters.
  • Meridian Investment Counsel's SVB Financial Group position peaked at $363K in Q4 2021.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Meridian Investment Counsel's 13F filing for Q3 2022, filed 8 Nov 2022.