Numeric Investors’s SVB Financial Group SIVB Stock Holding History

Numeric Investors’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
2017 Q4	$491K	Buy	+2,100	New	+$447K	﹤0.01%	900
2016 Q2	–	Sell	-6,000	Closed	-$612K	–	1282
2016 Q1	$612K	Buy	+6,000	New	+$580K	0.01%	655
2015 Q4	–	Sell	-3,800	Closed	-$439K	–	1248
2015 Q3	$439K	Buy	+3,800	New	+$509K	0.01%	734
2015 Q1	–	Sell	-3,600	Closed	-$418K	–	1161
2014 Q4	$418K	Buy	3,600 +1,700	+89%	+$185K	0.01%	645
2014 Q3	$213K	Buy	+1,900	New	+$211K	﹤0.01%	749

Other funds holding SIVB

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Numeric Investors's SIVB Position: Q4 2017 in Review

Numeric Investors opened a new position in SVB Financial Group (SIVB) in Q4 2017: 2,100 shares worth $491K. The stake represents ﹤0.01% of the portfolio and ranks #900 among its holdings. This is a return to the name: Numeric Investors previously reported a position in SIVB as recently as Q1 2016.

Numeric Investors first reported a position in SIVB in Q3 2014 and has held it in 5 quarters since. The position peaked at $612K in Q1 2016. 478 funds tracked by Wall St. Rank hold SIVB as of Q4 2017.

Numeric Investors held 2,100 shares of SVB Financial Group worth $491K as of Q4 2017.
SVB Financial Group was a new Numeric Investors position in Q4 2017.
SVB Financial Group made up ﹤0.01% of Numeric Investors's portfolio in Q4 2017, its #900 holding.
Numeric Investors first reported a position in SVB Financial Group in Q3 2014 and has held it in 5 quarters since.
Numeric Investors's SVB Financial Group position peaked at $612K in Q1 2016.
478 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.