OWD
SIVB

Osborn Williams & Donohoe’s SVB Financial Group SIVB Stock Holding History

Osborn Williams & Donohoe’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
-1,625
Closed -$408K – 310
2019
Q4 		$408K Buy
1,625
+100
+7% +$22.7K 0.04% 241
2019
Q3 		$319K Buy
+1,525
New +$320K 0.03% 265

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

Osborn Williams & Donohoe's SIVB Position: Q1 2020 in Review

Osborn Williams & Donohoe sold out of SVB Financial Group (SIVB) in Q1 2020, closing a stake of 1,625 shares — an estimated $408K sold.

Osborn Williams & Donohoe first reported a position in SIVB in Q3 2019 and held it in 2 quarters. The position peaked at $408K in Q4 2019. 474 funds tracked by Wall St. Rank hold SIVB as of Q1 2020.

  • Osborn Williams & Donohoe reported no remaining SVB Financial Group position as of Q1 2020 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 1,625 SVB Financial Group shares in Q1 2020, an estimated $408K.
  • Osborn Williams & Donohoe first reported a position in SVB Financial Group in Q3 2019 and held it in 2 quarters.
  • Osborn Williams & Donohoe's SVB Financial Group position peaked at $408K in Q4 2019.
  • 474 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.