PCM
SIVB

Palisade Capital Management’s SVB Financial Group SIVB Stock Holding History

Palisade Capital Management’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
Q3 		– Sell
-1,100
Closed -$237K – 414
2020
Q2 		$237K Sell
1,100
-500
-31% -$96.3K 0.01% 369
2020
Q1 		$242K Buy
+1,600
New +$352K 0.01% 392
2019
Q2 		– Sell
-2,019
Closed -$449K – 445
2019
Q1 		$449K Sell
2,019
-181
-8% -$42.1K 0.01% 374
2018
Q4 		$418K Buy
+2,200
New +$538K 0.02% 385
2018
Q1 		– Sell
-47,377
Closed -$11.1M – 476
2017
Q4 		$11.1M Sell
47,377
-100,553
-68% -$21.4M 0.38% 83
2017
Q3 		$27.7M Buy
147,930
+2,730
+2% +$480K 0.99% 15
2017
Q2 		$25.5M Sell
145,200
-12,396
-8% -$2.22M 0.96% 12
2017
Q1 		$29.3M Sell
157,596
-4,927
-3% -$896K 1.12% 9
2016
Q4 		$27.9M Sell
162,523
-4,203
-3% -$603K 1.05% 9
2016
Q3 		$18.4M Buy
166,726
+3,048
+2% +$317K 0.65% 32
2016
Q2 		$15.6M Sell
163,678
-1,428
-0.9% -$146K 0.57% 43
2016
Q1 		$16.8M Buy
165,106
+29,582
+22% +$2.86M 0.55% 41
2015
Q4 		$16.1M Buy
135,524
+5,134
+4% +$637K 0.52% 42
2015
Q3 		$15.1M Sell
130,390
-5,340
-4% -$715K 0.44% 57
2015
Q2 		$19.5M Buy
135,730
+7,340
+6% +$992K 0.5% 50
2015
Q1 		$16.3M Buy
128,390
+4,855
+4% +$580K 0.41% 68
2014
Q4 		$14.3M Buy
123,535
+9,826
+9% +$1.07M 0.35% 97
2014
Q3 		$12.7M Buy
113,709
+106
+0.1% +$11.8K 0.32% 100
2014
Q2 		$13.2M Sell
113,603
-23,713
-17% -$2.64M 0.32% 113
2014
Q1 		$17.7M Sell
137,316
-68,075
-33% -$7.95M 0.43% 72
2013
Q4 		$21.5M Buy
205,391
+4,303
+2% +$421K 0.56% 38
2013
Q3 		$17.4M Sell
201,088
-1,715
-0.8% -$148K 0.47% 67
2013
Q2 		$16.9M Buy
+202,803
New +$14.8M 0.49% 60

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Palisade Capital Management's SIVB Position: Q3 2020 in Review

Palisade Capital Management sold out of SVB Financial Group (SIVB) in Q3 2020, closing a stake of 1,100 shares — an estimated $237K sold.

Palisade Capital Management first reported a position in SIVB in Q2 2013 and held it in 23 quarters. The position peaked at $29.3M in Q1 2017. 527 funds tracked by Wall St. Rank hold SIVB as of Q3 2020.

  • Palisade Capital Management reported no remaining SVB Financial Group position as of Q3 2020 after selling out during the quarter.
  • Palisade Capital Management sold 1,100 SVB Financial Group shares in Q3 2020, an estimated $237K.
  • Palisade Capital Management first reported a position in SVB Financial Group in Q2 2013 and held it in 23 quarters.
  • Palisade Capital Management's SVB Financial Group position peaked at $29.3M in Q1 2017.
  • 527 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2020.

Based on Palisade Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.