PFC
SIVB

Poplar Forest Capital’s SVB Financial Group SIVB Stock Holding History

Poplar Forest 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
Q4 		– Sell
-6,066
Closed -$1.46M – 92
2020
Q3 		$1.46M Sell
6,066
-10
-0.2% -$2.35K 0.18% 36
2020
Q2 		$1.31M Sell
6,076
-25
-0.4% -$4.82K 0.15% 38
2020
Q1 		$922K Hold
6,101
– – 0.13% 43
2019
Q4 		$1.53M Sell
6,101
-14,044
-70% -$3.19M 0.13% 35
2019
Q3 		$4.21M Hold
20,145
– – 0.32% 32
2019
Q2 		$4.52M Sell
20,145
-1,000
-5% -$231K 0.33% 34
2019
Q1 		$4.7M Sell
21,145
-5
-0% -$1.16K 0.32% 34
2018
Q4 		$4.02M Buy
21,150
+15
+0.1% +$3.67K 0.3% 33
2018
Q3 		$6.57M Buy
21,135
+4,199
+25% +$1.32M 0.5% 31
2018
Q2 		$4.89M Sell
16,936
-891
-5% -$262K 0.41% 32
2018
Q1 		$4.28M Buy
17,827
+16
+0.1% +$4.02K 0.36% 31
2017
Q4 		$4.16M Buy
17,811
+4,050
+29% +$863K 0.33% 29
2017
Q3 		$2.58M Sell
13,761
-2,196
-14% -$386K 0.22% 33
2017
Q2 		$2.81M Sell
15,957
-550
-3% -$98.5K 0.24% 32
2017
Q1 		$3.07M Buy
16,507
+600
+4% +$109K 0.25% 31
2016
Q4 		$2.73M Sell
15,907
-3,683
-19% -$528K 0.23% 33
2016
Q3 		$2.17M Buy
19,590
+11,140
+132% +$1.16M 0.19% 34
2016
Q2 		$804K Buy
+8,450
New +$865K 0.07% 43

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Poplar Forest Capital's SIVB Position: Q4 2020 in Review

Poplar Forest Capital sold out of SVB Financial Group (SIVB) in Q4 2020, closing a stake of 6,066 shares — an estimated $1.46M sold.

Poplar Forest Capital first reported a position in SIVB in Q2 2016 and held it in 18 quarters. The position peaked at $6.57M in Q3 2018. 609 funds tracked by Wall St. Rank hold SIVB as of Q4 2020.

  • Poplar Forest Capital reported no remaining SVB Financial Group position as of Q4 2020 after selling out during the quarter.
  • Poplar Forest Capital sold 6,066 SVB Financial Group shares in Q4 2020, an estimated $1.46M.
  • Poplar Forest Capital first reported a position in SVB Financial Group in Q2 2016 and held it in 18 quarters.
  • Poplar Forest Capital's SVB Financial Group position peaked at $6.57M in Q3 2018.
  • 609 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2020.

Based on Poplar Forest Capital's 13F filing for Q4 2020, filed 2 Feb 2021.