PC
SIVB

Polar Capital’s SVB Financial Group SIVB Stock Holding History

Polar Capital’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
2020
Q3 		$4.02M Sell
16,724
-1,178
-7% -$277K 0.03% 218
2020
Q2 		$3.86M Sell
17,902
-6,658
-27% -$1.28M 0.03% 210
2020
Q1 		$3.71M Sell
24,560
-4,723
-16% -$1.04M 0.04% 221
2019
Q4 		$7.35M Buy
29,283
+1,667
+6% +$379K 0.06% 216
2019
Q3 		$5.77M Buy
27,616
+4,491
+19% +$941K 0.05% 225
2019
Q2 		$5.19M Buy
23,125
+3,179
+16% +$735K 0.05% 228
2019
Q1 		$4.43M Sell
19,946
-2,195
-10% -$511K 0.04% 223
2018
Q4 		$4.21M Sell
22,141
-1,034
-4% -$253K 0.05% 217
2018
Q3 		$7.2M Hold
23,175
– – 0.06% 201
2018
Q2 		$6.69K Sell
23,175
-46
-0.2% -$13.5K 0.04% 211
2018
Q1 		$5.57M Sell
23,221
-23,540
-50% -$5.91M 0.06% 213
2017
Q4 		$10.9M Sell
46,761
-1,095
-2% -$233K 0.11% 162
2017
Q3 		$8.95M Buy
47,856
+14,132
+42% +$2.49M 0.1% 173
2017
Q2 		$5.93M Sell
33,724
-566
-2% -$101K 0.08% 181
2017
Q1 		$6.38M Buy
34,290
+945
+3% +$172K 0.1% 166
2016
Q4 		$5.72M Sell
33,345
-5,100
-13% -$731K 0.09% 183
2016
Q3 		$4.25M Buy
38,445
+11,253
+41% +$1.17M 0.07% 188
2016
Q2 		$2.59M Sell
27,192
-2,709
-9% -$277K 0.05% 211
2016
Q1 		$3.05M Buy
29,901
+25,825
+634% +$2.5M 0.06% 198
2015
Q4 		$485K Buy
4,076
+302
+8% +$37.5K 0.01% 250
2015
Q3 		$436K Buy
3,774
+590
+19% +$79K 0.01% 262
2015
Q2 		$458K Sell
3,184
-1,142
-26% -$154K 0.01% 271
2015
Q1 		$550K Hold
4,326
– – 0.01% 265
2014
Q4 		$502K Sell
4,326
-89
-2% -$9.71K 0.01% 260
2014
Q3 		$495K Buy
+4,415
New +$490K 0.01% 247

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Polar Capital's SIVB Position: Q3 2020 in Review

Polar Capital reduced its SVB Financial Group (SIVB) stake by 6.6% in Q3 2020, selling an estimated $277K and leaving 16,724 shares worth $4.02M. The position accounts for 0.03% of the portfolio, ranked #218.

Polar Capital first reported a position in SIVB in Q3 2014 and has held it in 25 quarters since. The position peaked at $10.9M in Q4 2017. 527 funds tracked by Wall St. Rank hold SIVB as of Q3 2020.

  • Polar Capital held 16,724 shares of SVB Financial Group worth $4.02M as of Q3 2020.
  • Polar Capital sold 1,178 SVB Financial Group shares in Q3 2020, an estimated $277K.
  • SVB Financial Group made up 0.03% of Polar Capital's portfolio in Q3 2020, its #218 holding.
  • Polar Capital first reported a position in SVB Financial Group in Q3 2014 and has held it in 25 quarters since.
  • Polar Capital's SVB Financial Group position peaked at $10.9M in Q4 2017.
  • 527 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.