Pinkerton Retirement Specialists’s SVB Financial Group SIVB Stock Holding History

Pinkerton Retirement Specialists’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
2021 Q2	–	Sell	-13,283	Closed	-$6.56M	–	105
2021 Q1	$6.56M	Buy	+13,283	New	+$6.53M	1.38%	19
2018 Q4	–	Sell	-150	Closed	-$47K	–	177
2018 Q3	$47K	Hold	150	–	–	0.02%	87
2018 Q2	$43K	Hold	150	–	–	0.02%	95
2018 Q1	$36K	Hold	150	–	–	0.02%	94
2017 Q4	$36K	Hold	150	–	–	0.02%	103
2017 Q3	$28K	Hold	150	–	–	0.01%	87
2017 Q2	$26K	Hold	150	–	–	0.02%	90
2017 Q1	$28K	Hold	150	–	–	0.02%	71
2016 Q4	$26K	Hold	150	–	–	0.01%	280
2016 Q3	$17K	Hold	150	–	–	0.01%	344
2016 Q2	$14K	Hold	150	–	–	0.01%	354
2016 Q1	$22K	Buy	+150	New	+$14.5K	0.01%	67
2015 Q4	–	Sell	-150	Closed	-$17K	–	186
2015 Q3	$17K	Hold	150	–	–	0.02%	69
2015 Q2	$22K	Hold	150	–	–	0.01%	73
2015 Q1	$20K	Hold	150	–	–	0.01%	79
2014 Q4	$17K	Buy	+150	New	+$16.4K	0.01%	94

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

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

ATO

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinkerton Retirement Specialists's SIVB Position: Q2 2021 in Review

Pinkerton Retirement Specialists sold out of SVB Financial Group (SIVB) in Q2 2021, closing a stake of 13,283 shares — an estimated $6.56M sold.

Pinkerton Retirement Specialists first reported a position in SIVB in Q4 2014 and held it in 16 quarters. The position peaked at $6.56M in Q1 2021. 732 funds tracked by Wall St. Rank hold SIVB as of Q2 2021.

Pinkerton Retirement Specialists reported no remaining SVB Financial Group position as of Q2 2021 after selling out during the quarter.
Pinkerton Retirement Specialists sold 13,283 SVB Financial Group shares in Q2 2021, an estimated $6.56M.
Pinkerton Retirement Specialists first reported a position in SVB Financial Group in Q4 2014 and held it in 16 quarters.
Pinkerton Retirement Specialists's SVB Financial Group position peaked at $6.56M in Q1 2021.
732 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2021.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2021, filed 10 Aug 2021.