MIM
SIVB

Moseley Investment Management’s SVB Financial Group SIVB Stock Holding History

Moseley Investment 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
Q4 		– Sell
-959
Closed -$322K – 150
2022
Q3 		$322K Buy
959
+127
+15% +$51.1K 0.24% 97
2022
Q2 		$329K Sell
832
-78
-9% -$36.7K 0.23% 102
2022
Q1 		$509K Sell
910
-374
-29% -$227K 0.28% 95
2021
Q4 		$871K Buy
1,284
+1
+0.1% +$704 0.4% 71
2021
Q3 		$853K Buy
1,283
+10
+0.8% +$5.8K 0.43% 72
2021
Q2 		$708K Buy
1,273
+75
+6% +$41.6K 0.35% 76
2021
Q1 		$591K Buy
1,198
+54
+5% +$26.6K 0.33% 83
2020
Q4 		$444K Buy
1,144
+233
+26% +$75.5K 0.26% 92
2020
Q3 		$219K Buy
+911
New +$214K 0.16% 126

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

Moseley Investment Management's SIVB Position: Q4 2022 in Review

Moseley Investment Management sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 959 shares — an estimated $322K sold.

Moseley Investment Management first reported a position in SIVB in Q3 2020 and held it in 9 quarters. The position peaked at $871K in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Moseley Investment Management reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Moseley Investment Management sold 959 SVB Financial Group shares in Q4 2022, an estimated $322K.
  • Moseley Investment Management first reported a position in SVB Financial Group in Q3 2020 and held it in 9 quarters.
  • Moseley Investment Management's SVB Financial Group position peaked at $871K in Q4 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Moseley Investment Management's 13F filing for Q4 2022, filed 24 Jan 2023.