MERSOM
SIVB

Municipal Employees' Retirement System of Michigan’s SVB Financial Group SIVB Stock Holding History

Municipal Employees' Retirement System of Michigan’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
2020
Q3 		– Sell
-2,730
Closed -$588K – 250
2020
Q2 		$588K Sell
2,730
-90
-3% -$17.3K 0.01% 187
2020
Q1 		$426K Hold
2,820
– – 0.01% 699
2019
Q4 		$708K Hold
2,820
– – 0.02% 674
2019
Q3 		$589K Hold
2,820
– – 0.02% 751
2019
Q2 		$634K Buy
2,820
+2,100
+292% +$486K 0.04% 692
2019
Q1 		$160K Sell
720
-670
-48% -$156K 0.01% 1520
2018
Q4 		$264K Buy
+1,390
New +$340K 0.02% 1378
2018
Q2 		$401K Hold
1,390
– – 0.02% 1220
2018
Q1 		$334K Sell
1,390
-14,550
-91% -$3.65M 0.02% 1410
2017
Q4 		$3.73M Hold
15,940
– – 0.19% 60
2017
Q3 		$2.98M Sell
15,940
-4,320
-21% -$760K 0.16% 81
2017
Q2 		$3.56M Sell
20,260
-3,880
-16% -$695K 0.18% 65
2017
Q1 		$4.49M Buy
24,140
+530
+2% +$96.4K 0.21% 59
2016
Q4 		$4.05M Buy
23,610
+360
+2% +$51.6K 0.2% 86
2016
Q3 		$2.57M Buy
23,250
+300
+1% +$31.2K 0.13% 156
2016
Q2 		$2.18M Buy
22,950
+5,750
+33% +$588K 0.12% 196
2016
Q1 		$1.75M Buy
17,200
+720
+4% +$69.7K 0.12% 189
2015
Q4 		$1.96M Sell
16,480
-460
-3% -$57.1K 0.15% 134
2015
Q3 		$1.96M Buy
16,940
+900
+6% +$121K 0.15% 117
2015
Q2 		$2.31M Buy
16,040
+640
+4% +$86.5K 0.17% 101
2015
Q1 		$1.96M Sell
15,400
-1,070
-6% -$128K 0.15% 130
2014
Q4 		$1.91M Buy
16,470
+2,370
+17% +$259K 0.13% 162
2014
Q3 		$1.58M Buy
14,100
+1,500
+12% +$166K 0.12% 179
2014
Q2 		$1.47M Hold
12,600
– – 0.11% 209
2014
Q1 		$1.62M Buy
12,600
+100
+0.8% +$11.7K 0.13% 162
2013
Q4 		$1.31M Buy
12,500
+5,100
+69% +$499K 0.13% 214
2013
Q3 		$639K Buy
+7,400
New +$639K 0.09% 332

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan's SIVB Position: Q3 2020 in Review

Municipal Employees' Retirement System of Michigan sold out of SVB Financial Group (SIVB) in Q3 2020, closing a stake of 2,730 shares — an estimated $588K sold.

Municipal Employees' Retirement System of Michigan first reported a position in SIVB in Q3 2013 and held it in 27 quarters. The position peaked at $4.49M in Q1 2017. 527 funds tracked by Wall St. Rank hold SIVB as of Q3 2020.

  • Municipal Employees' Retirement System of Michigan reported no remaining SVB Financial Group position as of Q3 2020 after selling out during the quarter.
  • Municipal Employees' Retirement System of Michigan sold 2,730 SVB Financial Group shares in Q3 2020, an estimated $588K.
  • Municipal Employees' Retirement System of Michigan first reported a position in SVB Financial Group in Q3 2013 and held it in 27 quarters.
  • Municipal Employees' Retirement System of Michigan's SVB Financial Group position peaked at $4.49M in Q1 2017.
  • 527 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2020.

Based on Municipal Employees' Retirement System of Michigan's 13F filing for Q3 2020, filed 5 Oct 2020.