SC
SIVB

Scholtz & Company’s SVB Financial Group SIVB Stock Holding History

Scholtz & Company’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
Q1 		– Sell
-1,251
Closed -$848K – 66
2021
Q4 		$848K Buy
+1,251
New +$881K 0.27% 45
2017
Q3 		– Sell
-11,689
Closed -$2.06M – 74
2017
Q2 		$2.06M Sell
11,689
-11,443
-49% -$2.05M 1.77% 26
2017
Q1 		$4.3M Buy
+23,132
New +$4.21M 3.66% 6

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Scholtz & Company's SIVB Position: Q1 2022 in Review

Scholtz & Company sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 1,251 shares — an estimated $848K sold.

Scholtz & Company first reported a position in SIVB in Q1 2017 and held it in 3 quarters. The position peaked at $4.3M in Q1 2017. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • Scholtz & Company reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • Scholtz & Company sold 1,251 SVB Financial Group shares in Q1 2022, an estimated $848K.
  • Scholtz & Company first reported a position in SVB Financial Group in Q1 2017 and held it in 3 quarters.
  • Scholtz & Company's SVB Financial Group position peaked at $4.3M in Q1 2017.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Scholtz & Company's 13F filing for Q1 2022, filed 16 May 2022.