MAP
SIVB

Moody Aldrich Partners’s SVB Financial Group SIVB Stock Holding History

Moody Aldrich Partners’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 		– Sell
-1,166
Closed -$791K – 179
2021
Q4 		$791K Sell
1,166
-16
-1% -$11.3K 0.11% 115
2021
Q3 		$765K Sell
1,182
-1
-0.1% -$580 0.1% 125
2021
Q2 		$658K Sell
1,183
-18
-1% -$9.98K 0.09% 125
2021
Q1 		$593K Buy
1,201
+190
+19% +$93.4K 0.09% 137
2020
Q4 		$392K Sell
1,011
-7
-0.7% -$2.27K 0.06% 138
2020
Q3 		$245K Sell
1,018
-285
-22% -$67K 0.05% 139
2020
Q2 		$281K Buy
+1,303
New +$251K 0.06% 142
2020
Q1 		– Sell
-1,166
Closed -$293K – 166
2019
Q4 		$293K Buy
+1,166
New +$265K 0.06% 129
2018
Q4 		– Sell
-905
Closed -$281K – 118
2018
Q3 		$281K Sell
905
-46
-5% -$14.5K 0.08% 91
2018
Q2 		$275K Sell
951
-309
-25% -$90.8K 0.1% 88
2018
Q1 		$302K Sell
1,260
-5
-0.4% -$1.25K 0.19% 81
2017
Q4 		$296K Sell
1,265
-2
-0.2% -$426 0.24% 83
2017
Q3 		$237K Hold
1,267
– – 0.24% 88
2017
Q2 		$223K Sell
1,267
-10
-0.8% -$1.79K 0.28% 92
2017
Q1 		$238K Sell
1,277
-427
-25% -$77.6K 0.41% 87
2016
Q4 		$293K Buy
+1,704
New +$244K 0.19% 85
2016
Q2 		– Sell
-2,136
Closed -$218K – 98
2016
Q1 		$218K Buy
+2,136
New +$207K 0.46% 83

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moody Aldrich Partners's SIVB Position: Q1 2022 in Review

Moody Aldrich Partners sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 1,166 shares — an estimated $791K sold.

Moody Aldrich Partners first reported a position in SIVB in Q1 2016 and held it in 17 quarters. The position peaked at $791K in Q4 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • Moody Aldrich Partners reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • Moody Aldrich Partners sold 1,166 SVB Financial Group shares in Q1 2022, an estimated $791K.
  • Moody Aldrich Partners first reported a position in SVB Financial Group in Q1 2016 and held it in 17 quarters.
  • Moody Aldrich Partners's SVB Financial Group position peaked at $791K in Q4 2021.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Moody Aldrich Partners's 13F filing for Q1 2022, filed 10 May 2022.