Parnassus Investments
SIVB

Parnassus Investments’s SVB Financial Group SIVB Stock Holding History

Parnassus 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
Q4 		– Sell
-10,000
Closed -$2.41M – 119
2020
Q3 		$2.41M Hold
10,000
– – 0.01% 108
2020
Q2 		$2.15M Buy
+10,000
New +$1.93M 0.01% 109

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parnassus Investments's SIVB Position: Q4 2020 in Review

Parnassus Investments sold out of SVB Financial Group (SIVB) in Q4 2020, closing a stake of 10,000 shares — an estimated $2.41M sold.

Parnassus Investments first reported a position in SIVB in Q2 2020 and held it in 2 quarters. The position peaked at $2.41M in Q3 2020. 609 funds tracked by Wall St. Rank hold SIVB as of Q4 2020.

  • Parnassus Investments reported no remaining SVB Financial Group position as of Q4 2020 after selling out during the quarter.
  • Parnassus Investments sold 10,000 SVB Financial Group shares in Q4 2020, an estimated $2.41M.
  • Parnassus Investments first reported a position in SVB Financial Group in Q2 2020 and held it in 2 quarters.
  • Parnassus Investments's SVB Financial Group position peaked at $2.41M in Q3 2020.
  • 609 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2020.

Based on Parnassus Investments's 13F filing for Q4 2020, filed 10 Feb 2021.