PFM
SIVB

Patton Fund Management’s SVB Financial Group SIVB Stock Holding History

Patton Fund 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
2022
Q1 		– Sell
-2,278
Closed -$1.54M – 117
2021
Q4 		$1.54M Sell
2,278
-838
-27% -$590K 0.47% 69
2021
Q3 		$2.02M Sell
3,116
-47
-1% -$27.3K 0.77% 34
2021
Q2 		$1.76M Buy
3,163
+40
+1% +$22.2K 0.93% 35
2021
Q1 		$1.54M Sell
3,123
-3,570
-53% -$1.76M 0.82% 28
2020
Q4 		$2.6M Buy
+6,693
New +$2.17M 1.31% 11

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patton Fund Management's SIVB Position: Q1 2022 in Review

Patton Fund Management sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 2,278 shares — an estimated $1.54M sold.

Patton Fund Management first reported a position in SIVB in Q4 2020 and held it in 5 quarters. The position peaked at $2.6M in Q4 2020. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • Patton Fund Management reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • Patton Fund Management sold 2,278 SVB Financial Group shares in Q1 2022, an estimated $1.54M.
  • Patton Fund Management first reported a position in SVB Financial Group in Q4 2020 and held it in 5 quarters.
  • Patton Fund Management's SVB Financial Group position peaked at $2.6M in Q4 2020.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Patton Fund Management's 13F filing for Q1 2022, filed 20 Apr 2022.