MC
SIVB

Moors & Cabot’s SVB Financial Group SIVB Stock Holding History

Moors & Cabot’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
-1,249
Closed -$419K – 903
2022
Q3 		$419K Buy
1,249
+212
+20% +$85.3K 0.03% 455
2022
Q2 		$410K Buy
1,037
+108
+12% +$50.9K 0.03% 471
2022
Q1 		$520K Sell
929
-310
-25% -$188K 0.03% 460
2021
Q4 		$840K Hold
1,239
– – 0.05% 321
2021
Q3 		$802K Buy
1,239
+182
+17% +$106K 0.05% 322
2021
Q2 		$588K Sell
1,057
-170
-14% -$94.3K 0.04% 381
2021
Q1 		$604K Sell
1,227
-190
-13% -$93.4K 0.05% 349
2020
Q4 		$551K Buy
1,417
+310
+28% +$100K 0.05% 343
2020
Q3 		$266K Buy
+1,107
New +$260K 0.03% 501

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 $23.8B AUM 34.25% 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

Moors & Cabot's SIVB Position: Q4 2022 in Review

Moors & Cabot sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 1,249 shares — an estimated $419K sold.

Moors & Cabot first reported a position in SIVB in Q3 2020 and held it in 9 quarters. The position peaked at $840K in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Moors & Cabot reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Moors & Cabot sold 1,249 SVB Financial Group shares in Q4 2022, an estimated $419K.
  • Moors & Cabot first reported a position in SVB Financial Group in Q3 2020 and held it in 9 quarters.
  • Moors & Cabot's SVB Financial Group position peaked at $840K in Q4 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Moors & Cabot's 13F filing for Q4 2022, filed 7 Feb 2023.