Meristem Family Wealth’s SVB Financial Group SIVB Stock Holding History

Meristem Family Wealth’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	$299K	Sell	534 -32	-6%	-$19.4K	0.03%	261
2021 Q4	$384K	Buy	566 +72	+15%	+$50.7K	0.03%	265
2021 Q3	$320K	Sell	494 -79	-14%	-$45.8K	0.03%	305
2021 Q2	$319K	Hold	573	–	–	0.05%	243
2021 Q1	$283K	Buy	+573	New	+$282K	0.06%	186
2017 Q1	–	Sell	-1,349	Closed	-$232K	–	115
2016 Q4	$232K	Buy	+1,349	New	+$193K	0.09%	95

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meristem Family Wealth's SIVB Position: Q1 2022 in Review

Meristem Family Wealth reduced its SVB Financial Group (SIVB) stake by 5.7% in Q1 2022, selling an estimated $19.4K and leaving 534 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #261.

Meristem Family Wealth first reported a position in SIVB in Q4 2016 and has held it in 6 quarters since. The position peaked at $384K in Q4 2021. 806 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

Meristem Family Wealth held 534 shares of SVB Financial Group worth $299K as of Q1 2022.
Meristem Family Wealth sold 32 SVB Financial Group shares in Q1 2022, an estimated $19.4K.
SVB Financial Group made up 0.03% of Meristem Family Wealth's portfolio in Q1 2022, its #261 holding.
Meristem Family Wealth first reported a position in SVB Financial Group in Q4 2016 and has held it in 6 quarters since.
Meristem Family Wealth's SVB Financial Group position peaked at $384K in Q4 2021.
806 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.