Pendal Group’s SVB Financial Group SIVB Stock Holding History

Pendal 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 Q2	–	Sell	-2,705	Closed	-$1.51M	–	529
2022 Q1	$1.51M	Sell	2,705 -2,732	-50%	-$1.66M	0.01%	293
2021 Q4	$3.69M	Buy	+5,437	New	+$3.83M	0.03%	176
2021 Q2	–	Sell	-1,288	Closed	-$636K	–	628
2021 Q1	$636K	Buy	+1,288	New	+$633K	0.01%	374
2019 Q4	–	Sell	-10,076	Closed	-$2.11M	–	528
2019 Q3	$2.11M	Buy	10,076 +1,413	+16%	+$296K	0.03%	205
2019 Q2	$1.95M	Buy	8,663 +455	+6%	+$105K	0.03%	217
2019 Q1	$1.83M	Hold	8,208	–	–	0.03%	227
2018 Q4	$1.56M	Buy	8,208 +2,529	+45%	+$618K	0.02%	224
2018 Q3	$1.77M	Sell	5,679 -394	-6%	-$124K	0.02%	225
2018 Q2	$1.75M	Sell	6,073 -1,147	-16%	-$337K	0.02%	245
2018 Q1	$1.73M	Buy	7,220 +99	+1%	+$24.8K	0.02%	251
2017 Q4	$1.66M	Buy	7,121 +118	+2%	+$25.1K	0.02%	244
2017 Q3	$1.31M	Buy	7,003 +2,829	+68%	+$498K	0.02%	275
2017 Q2	$734K	Buy	+4,174	New	+$748K	0.01%	321

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Pendal Group's SIVB Position: Q2 2022 in Review

Pendal Group sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 2,705 shares — an estimated $1.51M sold.

Pendal Group first reported a position in SIVB in Q2 2017 and held it in 13 quarters. The position peaked at $3.69M in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

Pendal Group reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
Pendal Group sold 2,705 SVB Financial Group shares in Q2 2022, an estimated $1.51M.
Pendal Group first reported a position in SVB Financial Group in Q2 2017 and held it in 13 quarters.
Pendal Group's SVB Financial Group position peaked at $3.69M in Q4 2021.
749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Pendal Group's 13F filing for Q2 2022, filed 25 Jul 2022.