MCM
SIVB

Monument Capital Management’s SVB Financial Group SIVB Stock Holding History

Monument Capital Management’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
-426
Closed -$238K – 157
2022
Q1 		$238K Sell
426
-63
-13% -$38.2K 0.08% 124
2021
Q4 		$332K Sell
489
-1
-0.2% -$704 0.1% 119
2021
Q3 		$317K Buy
490
+105
+27% +$60.9K 0.11% 123
2021
Q2 		$214K Buy
+385
New +$214K 0.07% 136

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Monument Capital Management's SIVB Position: Q2 2022 in Review

Monument Capital Management sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 426 shares — an estimated $238K sold.

Monument Capital Management first reported a position in SIVB in Q2 2021 and held it in 4 quarters. The position peaked at $332K in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • Monument Capital Management reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • Monument Capital Management sold 426 SVB Financial Group shares in Q2 2022, an estimated $238K.
  • Monument Capital Management first reported a position in SVB Financial Group in Q2 2021 and held it in 4 quarters.
  • Monument Capital Management's SVB Financial Group position peaked at $332K in Q4 2021.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Monument Capital Management's 13F filing for Q2 2022, filed 20 Jul 2022.