Neville Rodie & Shaw’s SVB Financial Group SIVB Stock Holding History

Neville Rodie & Shaw’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	-400	Closed	-$219K	–	262
2022 Q1	$219K	Hold	400	–	–	0.02%	252
2021 Q4	$271K	Hold	400	–	–	0.02%	237
2021 Q3	$259K	Hold	400	–	–	0.02%	233
2021 Q2	$223K	Buy	+400	New	+$222K	0.02%	241
2018 Q4	–	Sell	-1,000	Closed	-$311K	–	258
2018 Q3	$311K	Hold	1,000	–	–	0.03%	205
2018 Q2	$289K	Buy	+1,000	New	+$294K	0.03%	211
2018 Q1	–	Sell	-1,200	Closed	-$281K	–	252
2017 Q4	$281K	Hold	1,200	–	–	0.03%	216
2017 Q3	$225K	Hold	1,200	–	–	0.03%	229
2017 Q2	$211K	Hold	1,200	–	–	0.02%	231
2017 Q1	$223K	Hold	1,200	–	–	0.03%	238
2016 Q4	$206K	Buy	+1,200	New	+$172K	0.02%	245

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neville Rodie & Shaw's SIVB Position: Q2 2022 in Review

Neville Rodie & Shaw sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 400 shares — an estimated $219K sold.

Neville Rodie & Shaw first reported a position in SIVB in Q4 2016 and held it in 11 quarters. The position peaked at $311K in Q3 2018. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

Neville Rodie & Shaw reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
Neville Rodie & Shaw sold 400 SVB Financial Group shares in Q2 2022, an estimated $219K.
Neville Rodie & Shaw first reported a position in SVB Financial Group in Q4 2016 and held it in 11 quarters.
Neville Rodie & Shaw's SVB Financial Group position peaked at $311K in Q3 2018.
749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Neville Rodie & Shaw's 13F filing for Q2 2022, filed 6 Jul 2022.