Peddock Capital Advisors’s SVB Financial Group SIVB Stock Holding History

Peddock Capital Advisors’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	-552	Closed	-$218K	–	148
2022 Q2	$218K	Hold	552	–	–	0.09%	139
2022 Q1	$309K	Hold	552	–	–	0.1%	133
2021 Q4	$374K	Hold	552	–	–	0.12%	111
2021 Q3	$357K	Hold	552	–	–	0.13%	110
2021 Q2	$304K	Hold	552	–	–	0.11%	116
2021 Q1	$273K	Hold	552	–	–	0.1%	122
2020 Q4	$214K	Buy	+552	New	+$179K	0.11%	108
2020 Q1	–	Sell	-654	Closed	-$164K	–	247
2019 Q4	$164K	Buy	+654	New	+$149K	0.08%	120
2019 Q2	–	Sell	-654	Closed	-$145K	–	251
2019 Q1	$145K	Hold	654	–	–	0.08%	128
2018 Q4	$124K	Sell	654 -86	-12%	-$21K	0.07%	131
2018 Q3	$230K	Hold	740	–	–	0.11%	112
2018 Q2	$214K	Hold	740	–	–	0.11%	114
2018 Q1	$178K	Hold	740	–	–	0.09%	121
2017 Q4	$173K	Hold	740	–	–	0.09%	122
2017 Q3	$138K	Hold	740	–	–	0.07%	132
2017 Q2	$130K	Buy	+740	New	+$133K	0.07%	138

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peddock Capital Advisors's SIVB Position: Q3 2022 in Review

Peddock Capital Advisors sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 552 shares — an estimated $218K sold.

Peddock Capital Advisors first reported a position in SIVB in Q2 2017 and held it in 16 quarters. The position peaked at $374K in Q4 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

Peddock Capital Advisors reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
Peddock Capital Advisors sold 552 SVB Financial Group shares in Q3 2022, an estimated $218K.
Peddock Capital Advisors first reported a position in SVB Financial Group in Q2 2017 and held it in 16 quarters.
Peddock Capital Advisors's SVB Financial Group position peaked at $374K in Q4 2021.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Peddock Capital Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.