O'Dell Group’s SVB Financial Group SIVB Stock Holding History

O'Dell Group’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 Q4	–	Sell	-15	Closed	-$5K	–	442
2022 Q3	$5K	Hold	15	–	–	﹤0.01%	340
2022 Q2	$6K	Buy	+15	New	+$7.07K	﹤0.01%	334

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

O'Dell Group's SIVB Position: Q4 2022 in Review

O'Dell Group sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 15 shares — an estimated $5K sold.

O'Dell Group first reported a position in SIVB in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q2 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

O'Dell Group reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
O'Dell Group sold 15 SVB Financial Group shares in Q4 2022, an estimated $5K.
O'Dell Group first reported a position in SVB Financial Group in Q2 2022 and held it in 2 quarters.
O'Dell Group's SVB Financial Group position peaked at $6K in Q2 2022.
644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on O'Dell Group's 13F filing for Q4 2022, filed 14 Feb 2023.