PG
SIVB

Patten Group’s SVB Financial Group SIVB Stock Holding History

Patten 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
Q3 		– Sell
-628
Closed -$266K – 249
2022
Q2 		$266K Buy
628
+44
+8% +$20.7K 0.09% 207
2022
Q1 		$327K Buy
584
+12
+2% +$7.28K 0.09% 201
2021
Q4 		$388K Buy
572
+2
+0.4% +$1.41K 0.1% 190
2021
Q3 		$369K Buy
570
+10
+2% +$5.8K 0.11% 183
2021
Q2 		$312K Hold
560
– – 0.09% 209
2021
Q1 		$276K Hold
560
– – 0.09% 211
2020
Q4 		$217K Buy
+560
New +$181K 0.06% 221

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patten Group's SIVB Position: Q3 2022 in Review

Patten Group sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 628 shares — an estimated $266K sold.

Patten Group first reported a position in SIVB in Q4 2020 and held it in 7 quarters. The position peaked at $388K in Q4 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Patten Group reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Patten Group sold 628 SVB Financial Group shares in Q3 2022, an estimated $266K.
  • Patten Group first reported a position in SVB Financial Group in Q4 2020 and held it in 7 quarters.
  • Patten Group's SVB Financial Group position peaked at $388K in Q4 2021.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Patten Group's 13F filing for Q3 2022, filed 13 Oct 2022.