Rampart Investment Management’s SVB Financial Group SIVB Stock Holding History

Rampart Investment Management’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	–	Sell	-393	Closed	-$85K	–	546
2020 Q2	$85K	Sell	393 -19	-5%	-$3.66K	0.01%	470
2020 Q1	$62K	Sell	412 -205	-33%	-$45.1K	0.03%	415
2019 Q4	$155K	Buy	617 +17	+3%	+$3.87K	0.02%	481
2019 Q3	$125K	Sell	600 -74	-11%	-$15.5K	0.02%	487
2019 Q2	$151K	Sell	674 -960	-59%	-$222K	0.02%	482
2019 Q1	$363K	Buy	1,634 +1,118	+217%	+$260K	0.04%	365
2018 Q4	$98K	Sell	516 -1,863	-78%	-$456K	0.03%	414
2018 Q3	$165K	Buy	2,379 +502	+27%	+$158K	0.07%	290
2018 Q2	$542K	Buy	+1,877	New	+$551K	0.05%	337

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Rampart Investment Management's SIVB Position: Q3 2020 in Review

Rampart Investment Management sold out of SVB Financial Group (SIVB) in Q3 2020, closing a stake of 393 shares — an estimated $85K sold.

Rampart Investment Management first reported a position in SIVB in Q2 2018 and held it in 9 quarters. The position peaked at $542K in Q2 2018. 527 funds tracked by Wall St. Rank hold SIVB as of Q3 2020.

Rampart Investment Management reported no remaining SVB Financial Group position as of Q3 2020 after selling out during the quarter.
Rampart Investment Management sold 393 SVB Financial Group shares in Q3 2020, an estimated $85K.
Rampart Investment Management first reported a position in SVB Financial Group in Q2 2018 and held it in 9 quarters.
Rampart Investment Management's SVB Financial Group position peaked at $542K in Q2 2018.
527 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.