RI
SIVB

Redwood Investments’s SVB Financial Group SIVB Stock Holding History

Redwood 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
2019
Q3 		– Sell
-35,791
Closed -$8.04M – 155
2019
Q2 		$8.04M Sell
35,791
-6,145
-15% -$1.42M 0.59% 79
2019
Q1 		$9.32M Sell
41,936
-959
-2% -$223K 0.68% 76
2018
Q4 		$8.15M Buy
42,895
+5,199
+14% +$1.27M 0.77% 68
2018
Q3 		$11.7M Sell
37,696
-9,338
-20% -$2.95M 0.91% 56
2018
Q2 		$13.6M Sell
47,034
-3,448
-7% -$1.01M 0.94% 53
2018
Q1 		$12.1M Sell
50,482
-11,684
-19% -$2.93M 0.87% 54
2017
Q4 		$14.5M Buy
+62,166
New +$13.2M 1.03% 44
2016
Q3 		– Sell
-4,011
Closed -$382K – 213
2016
Q2 		$382K Sell
4,011
-361
-8% -$36.9K 0.04% 109
2016
Q1 		$446K Sell
4,372
-121,992
-97% -$11.8M 0.04% 110
2015
Q4 		$15M Buy
126,364
+23,017
+22% +$2.86M 1.61% 26
2015
Q3 		$11.9M Buy
103,347
+36,230
+54% +$4.85M 1.59% 30
2015
Q2 		$9.66M Buy
+67,117
New +$9.07M 1.2% 36

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Redwood Investments's SIVB Position: Q3 2019 in Review

Redwood Investments sold out of SVB Financial Group (SIVB) in Q3 2019, closing a stake of 35,791 shares — an estimated $8.04M sold.

Redwood Investments first reported a position in SIVB in Q2 2015 and held it in 12 quarters. The position peaked at $15M in Q4 2015. 546 funds tracked by Wall St. Rank hold SIVB as of Q3 2019.

  • Redwood Investments reported no remaining SVB Financial Group position as of Q3 2019 after selling out during the quarter.
  • Redwood Investments sold 35,791 SVB Financial Group shares in Q3 2019, an estimated $8.04M.
  • Redwood Investments first reported a position in SVB Financial Group in Q2 2015 and held it in 12 quarters.
  • Redwood Investments's SVB Financial Group position peaked at $15M in Q4 2015.
  • 546 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2019.

Based on Redwood Investments's 13F filing for Q3 2019, filed 12 Nov 2019.