OI
SIVB

Oakbrook Investments’s SVB Financial Group SIVB Stock Holding History

Oakbrook Investments’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
Q1 		– Sell
-2,600
Closed -$653K – 583
2019
Q4 		$653K Sell
2,600
-1,500
-37% -$341K 0.13% 248
2019
Q3 		$857K Sell
4,100
-700
-15% -$147K 0.06% 273
2019
Q2 		$1.08M Sell
4,800
-525
-10% -$121K 0.06% 249
2019
Q1 		$1.18M Sell
5,325
-150
-3% -$34.9K 0.07% 220
2018
Q4 		$1.04M Sell
5,475
-625
-10% -$153K 0.07% 221
2018
Q3 		$1.9M Buy
6,100
+2,200
+56% +$694K 0.11% 157
2018
Q2 		$1.13M Buy
3,900
+2,130
+120% +$626K 0.07% 200
2018
Q1 		$425K Sell
1,770
-2,295
-56% -$576K 0.03% 400
2017
Q4 		$950K Sell
4,065
-35
-0.9% -$7.46K 0.06% 238
2017
Q3 		$767K Buy
4,100
+1,875
+84% +$330K 0.05% 274
2017
Q2 		$391K Sell
2,225
-2,100
-49% -$376K 0.03% 371
2017
Q1 		$805K Buy
4,325
+1,625
+60% +$295K 0.05% 263
2016
Q4 		$463K Sell
2,700
-2,625
-49% -$376K 0.03% 367
2016
Q3 		$589K Buy
+5,325
New +$554K 0.04% 331
2016
Q2 		– Sell
-2,300
Closed -$235K – 617
2016
Q1 		$235K Sell
2,300
-2,800
-55% -$271K 0.02% 478
2015
Q4 		$606K Hold
5,100
– – 0.04% 319
2015
Q3 		$589K Buy
5,100
+50
+1% +$6.7K 0.04% 328
2015
Q2 		$727K Buy
5,050
+400
+9% +$54.1K 0.04% 308
2015
Q1 		$591K Buy
4,650
+800
+21% +$95.6K 0.03% 365
2014
Q4 		$447K Buy
3,850
+50
+1% +$5.45K 0.02% 390
2014
Q3 		$426K Buy
3,800
+250
+7% +$27.7K 0.02% 373
2014
Q2 		$414K Buy
3,550
+1,750
+97% +$195K 0.01% 420
2014
Q1 		$232K Sell
1,800
-300
-14% -$35.1K 0.01% 545
2013
Q4 		$220K Buy
+2,100
New +$205K 0.01% 561

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oakbrook Investments's SIVB Position: Q1 2020 in Review

Oakbrook Investments sold out of SVB Financial Group (SIVB) in Q1 2020, closing a stake of 2,600 shares — an estimated $653K sold.

Oakbrook Investments first reported a position in SIVB in Q4 2013 and held it in 24 quarters. The position peaked at $1.9M in Q3 2018. 474 funds tracked by Wall St. Rank hold SIVB as of Q1 2020.

  • Oakbrook Investments reported no remaining SVB Financial Group position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 2,600 SVB Financial Group shares in Q1 2020, an estimated $653K.
  • Oakbrook Investments first reported a position in SVB Financial Group in Q4 2013 and held it in 24 quarters.
  • Oakbrook Investments's SVB Financial Group position peaked at $1.9M in Q3 2018.
  • 474 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.