Perpetual Investment Management’s SVB Financial Group SIVB Stock Holding History

Perpetual Investment 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 Q4	$1.22M	Buy	5,318 +2,619	+97%	+$651K	0.15%	94
2022 Q3	$906K	Sell	2,699 -1,042	-28%	-$419K	0.13%	115
2022 Q2	$1.48M	Sell	3,741 -1,329	-26%	-$626K	0.22%	92
2022 Q1	$2.84M	Sell	5,070 -758	-13%	-$460K	0.36%	75
2021 Q4	$3.95M	Buy	5,828 +22	+0.4%	+$15.5K	0.45%	65
2021 Q3	$3.76M	Buy	5,806 +435	+8%	+$252K	0.48%	63
2021 Q2	$2.99M	Buy	5,371 +4,537	+544%	+$2.52M	0.42%	72
2021 Q1	$410K	Sell	834 -90	-10%	-$44.3K	0.07%	145
2020 Q4	$354K	Buy	+924	New	+$299K	0.05%	170

Other funds holding SIVB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Perpetual Investment Management's SIVB Position: Q4 2022 in Review

Perpetual Investment Management increased its SVB Financial Group (SIVB) stake by 97% in Q4 2022, buying an estimated $651K and bringing the position to 5,318 shares worth $1.22M. The position accounts for 0.15% of the portfolio, ranked #94.

Perpetual Investment Management first reported a position in SIVB in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.95M in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

Perpetual Investment Management held 5,318 shares of SVB Financial Group worth $1.22M as of Q4 2022.
Perpetual Investment Management bought 2,619 SVB Financial Group shares in Q4 2022, an estimated $651K.
SVB Financial Group made up 0.15% of Perpetual Investment Management's portfolio in Q4 2022, its #94 holding.
Perpetual Investment Management first reported a position in SVB Financial Group in Q4 2020 and has held it in 9 quarters since.
Perpetual Investment Management's SVB Financial Group position peaked at $3.95M in Q4 2021.
644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.