New Jersey Better Educational Savings Trust’s SVB Financial Group SIVB Stock Holding History

New Jersey Better Educational Savings Trust’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	-395	Closed	-$221K	–	82
2022 Q1	$221K	Hold	395	–	–	0.54%	70
2021 Q4	$268K	Sell	395 -425	-52%	-$299K	0.59%	63
2021 Q3	$530K	Hold	820	–	–	1.05%	25
2021 Q2	$456K	Hold	820	–	–	0.91%	30
2021 Q1	$405K	Sell	820 -580	-41%	-$285K	0.89%	35
2020 Q4	$543K	Hold	1,400	–	–	1.01%	24
2020 Q3	$337K	Hold	1,400	–	–	0.56%	58
2020 Q2	$302K	Hold	1,400	–	–	0.55%	58
2020 Q1	$212K	Hold	1,400	–	–	0.5%	68
2019 Q4	$351K	Sell	1,400 -100	-7%	-$22.7K	0.6%	58
2019 Q3	$313K	Hold	1,500	–	–	0.44%	76
2019 Q2	$337K	Sell	1,500 -100	-6%	-$23.1K	0.45%	72
2019 Q1	$356K	Sell	1,600 -200	-11%	-$46.6K	0.47%	58
2018 Q4	$342K	Buy	1,800 +800	+80%	+$196K	0.44%	69
2018 Q3	$311K	Hold	1,000	–	–	0.32%	130
2018 Q2	$289K	Hold	1,000	–	–	0.31%	121
2018 Q1	$240K	Hold	1,000	–	–	0.27%	141
2017 Q4	$234K	Sell	1,000 -3,000	-75%	-$639K	0.24%	150
2017 Q3	$748K	Buy	4,000 +1,000	+33%	+$176K	0.63%	38
2017 Q2	$527K	Hold	3,000	–	–	0.46%	70
2017 Q1	$558K	Buy	+3,000	New	+$546K	0.49%	64

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

New Jersey Better Educational Savings Trust's SIVB Position: Q2 2022 in Review

New Jersey Better Educational Savings Trust sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 395 shares — an estimated $221K sold.

New Jersey Better Educational Savings Trust first reported a position in SIVB in Q1 2017 and held it in 21 quarters. The position peaked at $748K in Q3 2017. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

New Jersey Better Educational Savings Trust reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
New Jersey Better Educational Savings Trust sold 395 SVB Financial Group shares in Q2 2022, an estimated $221K.
New Jersey Better Educational Savings Trust first reported a position in SVB Financial Group in Q1 2017 and held it in 21 quarters.
New Jersey Better Educational Savings Trust's SVB Financial Group position peaked at $748K in Q3 2017.
749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q2 2022, filed 27 Jul 2022.