PI
SIVB

Putnam Investments’s SVB Financial Group SIVB Stock Holding History

Putnam Investments’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
Q3 		– Sell
-7,503
Closed -$2.96M – 1238
2022
Q2 		$2.96M Buy
7,503
+521
+7% +$245K 0.01% 662
2022
Q1 		$3.91M Sell
6,982
-5,340
-43% -$3.24M 0.01% 661
2021
Q4 		$8.36M Buy
12,322
+11,893
+2,772% +$8.38M 0.01% 414
2021
Q3 		$278K Buy
429
+19
+5% +$11K ﹤0.01% 754
2021
Q2 		$228K Buy
+410
New +$227K ﹤0.01% 765
2018
Q4 		– Sell
-754
Closed -$234K – 1201
2018
Q3 		$234K Sell
754
-19
-2% -$6K ﹤0.01% 1039
2018
Q2 		$223K Buy
+773
New +$227K ﹤0.01% 1040
2015
Q2 		– Sell
-100,664
Closed -$12.8M – 1622
2015
Q1 		$12.8M Sell
100,664
-74,657
-43% -$8.92M 0.03% 433
2014
Q4 		$20.4M Sell
175,321
-38,673
-18% -$4.22M 0.04% 338
2014
Q3 		$24M Buy
213,994
+70,494
+49% +$7.82M 0.05% 291
2014
Q2 		$16.7M Buy
+143,500
New +$16M 0.04% 360

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Putnam Investments's SIVB Position: Q3 2022 in Review

Putnam Investments sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 7,503 shares — an estimated $2.96M sold.

Putnam Investments first reported a position in SIVB in Q2 2014 and held it in 11 quarters. The position peaked at $24M in Q3 2014. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Putnam Investments reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Putnam Investments sold 7,503 SVB Financial Group shares in Q3 2022, an estimated $2.96M.
  • Putnam Investments first reported a position in SVB Financial Group in Q2 2014 and held it in 11 quarters.
  • Putnam Investments's SVB Financial Group position peaked at $24M in Q3 2014.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Putnam Investments's 13F filing for Q3 2022, filed 14 Nov 2022.