QS Investors’s SVB Financial Group SIVB Stock Holding History

QS Investors’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	$385K	Buy	691 +100	+17%	+$55.5K	﹤0.01%	843
2021 Q1	$292K	Hold	591	–	–	﹤0.01%	995
2020 Q4	$229K	Buy	+591	New	+$191K	﹤0.01%	1075
2020 Q3	–	Sell	-607	Closed	-$131K	–	1671
2020 Q2	$131K	Hold	607	–	–	﹤0.01%	1246
2020 Q1	$92K	Hold	607	–	–	﹤0.01%	1280
2019 Q4	$155K	Buy	607 +90	+17%	+$20.5K	﹤0.01%	1249
2019 Q3	$109K	Hold	517	–	–	﹤0.01%	1365
2019 Q2	$117K	Hold	517	–	–	﹤0.01%	1353
2019 Q1	$115K	Hold	517	–	–	﹤0.01%	1363
2018 Q4	$99K	Hold	517	–	–	﹤0.01%	1322
2018 Q3	$161K	Hold	517	–	–	﹤0.01%	1269
2018 Q2	$149K	Sell	517 -4	-0.8%	-$1.18K	﹤0.01%	1297
2018 Q1	$125K	Buy	521 +517	+12,925%	+$130K	﹤0.01%	1325
2017 Q4	$1K	Hold	4	–	–	﹤0.01%	1967
2017 Q3	$1K	Hold	4	–	–	﹤0.01%	1953
2017 Q2	$1K	Buy	+4	New	+$716	﹤0.01%	1973
2016 Q4	–	Sell	-4	Closed	-$1K	–	1996
2016 Q3	$1K	Hold	4	–	–	﹤0.01%	1914
2016 Q2	$1K	Sell	4 -2	-33%	-$205	﹤0.01%	1985
2016 Q1	$1K	Buy	+6	New	+$580	﹤0.01%	1954
2014 Q4	–	Sell	-400	Closed	-$45K	–	1402
2014 Q3	$45K	Sell	400 -48,400	-99%	-$5.37M	﹤0.01%	725
2014 Q2	$5.69M	Sell	48,800 -140,200	-74%	-$15.6M	0.15%	152
2014 Q1	$24.3M	Buy	189,000 +172,700	+1,060%	+$20.2M	0.73%	36
2013 Q4	$1.71M	Buy	16,300 +400	+3%	+$39.1K	0.07%	235
2013 Q3	$1.37M	Buy	+15,900	New	+$1.37M	0.06%	270

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 $23.8B AUM 34.25% 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

QS Investors's SIVB Position: Q2 2021 in Review

QS Investors increased its SVB Financial Group (SIVB) stake by 17% in Q2 2021, buying an estimated $55.5K and bringing the position to 691 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

QS Investors first reported a position in SIVB in Q3 2013 and has held it in 24 quarters since. The position peaked at $24.3M in Q1 2014. 732 funds tracked by Wall St. Rank hold SIVB as of Q2 2021.

QS Investors held 691 shares of SVB Financial Group worth $385K as of Q2 2021.
QS Investors bought 100 SVB Financial Group shares in Q2 2021, an estimated $55.5K.
SVB Financial Group made up ﹤0.01% of QS Investors's portfolio in Q2 2021, its #843 holding.
QS Investors first reported a position in SVB Financial Group in Q3 2013 and has held it in 24 quarters since.
QS Investors's SVB Financial Group position peaked at $24.3M in Q1 2014.
732 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.