New England Research & Management’s SVB Financial Group SIVB Stock Holding History

New England Research & 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
2019 Q4	–	Sell	-1,025	Closed	-$214K	–	168
2019 Q3	$214K	Hold	1,025	–	–	0.16%	148
2019 Q2	$230K	Sell	1,025 -150	-13%	-$34.7K	0.16%	151
2019 Q1	$261K	Buy	+1,175	New	+$274K	0.18%	141
2018 Q4	–	Sell	-1,450	Closed	-$451K	–	195
2018 Q3	$451K	Buy	+1,450	New	+$458K	0.29%	107
2015 Q1	–	Sell	-2,200	Closed	-$255K	–	198
2014 Q4	$255K	Buy	+2,200	New	+$240K	0.22%	154

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

New England Research & Management's SIVB Position: Q4 2019 in Review

New England Research & Management sold out of SVB Financial Group (SIVB) in Q4 2019, closing a stake of 1,025 shares — an estimated $214K sold.

New England Research & Management first reported a position in SIVB in Q4 2014 and held it in 5 quarters. The position peaked at $451K in Q3 2018. 560 funds tracked by Wall St. Rank hold SIVB as of Q4 2019.

New England Research & Management reported no remaining SVB Financial Group position as of Q4 2019 after selling out during the quarter.
New England Research & Management sold 1,025 SVB Financial Group shares in Q4 2019, an estimated $214K.
New England Research & Management first reported a position in SVB Financial Group in Q4 2014 and held it in 5 quarters.
New England Research & Management's SVB Financial Group position peaked at $451K in Q3 2018.
560 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2019.

Based on New England Research & Management's 13F filing for Q4 2019, filed 14 Jan 2020.