MOS
SIVB

MGO One Seven’s SVB Financial Group SIVB Stock Holding History

MGO One Seven’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
Q4 		– Sell
-787
Closed -$264 – 802
2022
Q3 		$264 Buy
787
+33
+4% +$13.3K 0.01% 576
2022
Q2 		$298K Sell
754
-9
-1% -$4.24K 0.04% 469
2022
Q1 		$427K Sell
763
-74
-9% -$44.9K 0.05% 409
2021
Q4 		$568K Buy
837
+86
+11% +$60.6K 0.06% 345
2021
Q3 		$539K Buy
751
+1
+0.1% +$580 0.07% 321
2021
Q2 		$417K Sell
750
-19
-2% -$10.5K 0.06% 383
2021
Q1 		$379K Buy
769
+42
+6% +$20.7K 0.07% 361
2020
Q4 		$282K Sell
727
-309
-30% -$100K 0.06% 379
2020
Q3 		$249K Hold
1,036
– – 0.06% 369
2020
Q2 		$223K Buy
+1,036
New +$200K 0.06% 395
2020
Q1 		– Sell
-1,072
Closed -$269K – 476
2019
Q4 		$269K Buy
1,072
+49
+5% +$11.1K 0.07% 344
2019
Q3 		$214K Buy
1,023
+35
+4% +$7.33K 0.06% 390
2019
Q2 		$221K Sell
988
-222
-18% -$51.3K 0.07% 348
2019
Q1 		$269K Buy
1,210
+120
+11% +$27.9K 0.09% 304
2018
Q4 		$207K Buy
1,090
+61
+6% +$14.9K 0.09% 252
2018
Q3 		$319K Buy
+1,029
New +$325K 0.15% 199
2018
Q1 		$178K Buy
740
+15
+2% +$3.77K 0.08% 295
2017
Q4 		$169K Buy
+725
New +$154K 0.08% 300

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MGO One Seven's SIVB Position: Q4 2022 in Review

MGO One Seven sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 787 shares — an estimated $264 sold.

MGO One Seven first reported a position in SIVB in Q4 2017 and held it in 18 quarters. The position peaked at $568K in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • MGO One Seven reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • MGO One Seven sold 787 SVB Financial Group shares in Q4 2022, an estimated $264.
  • MGO One Seven first reported a position in SVB Financial Group in Q4 2017 and held it in 18 quarters.
  • MGO One Seven's SVB Financial Group position peaked at $568K in Q4 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on MGO One Seven's 13F filing for Q4 2022, filed 25 Jan 2023.