SEC
SIVB

Seven Eight Capital’s SVB Financial Group SIVB Stock Holding History

Seven Eight Capital’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
Q4 		– Sell
-1,405
Closed -$472K – 684
2022
Q3 		$472K Buy
+1,405
New +$566K 0.09% 290
2022
Q2 		– Sell
-1,096
Closed -$613K – 706
2022
Q1 		$613K Buy
+1,096
New +$665K 0.08% 287
2020
Q2 		– Sell
-3,300
Closed -$499K – 636
2020
Q1 		$499K Sell
3,300
-2,400
-42% -$528K 0.13% 216
2019
Q4 		$1.43M Buy
5,700
+700
+14% +$159K 0.08% 391
2019
Q3 		$1.04M Buy
+5,000
New +$1.05M 0.06% 419
2019
Q1 		– Sell
-16,100
Closed -$3.06M – 810
2018
Q4 		$3.06M Buy
+16,100
New +$3.94M 0.17% 166
2018
Q2 		– Sell
-13,711
Closed -$3.29M – 643
2018
Q1 		$3.29M Buy
13,711
+5,100
+59% +$1.28M 0.27% 139
2017
Q4 		$2.01M Buy
8,611
+7,300
+557% +$1.56M 0.21% 178
2017
Q3 		$245K Sell
1,311
-4,200
-76% -$739K 0.03% 404
2017
Q2 		$969K Buy
+5,511
New +$987K 0.14% 214
2016
Q1 		– Sell
-4,300
Closed -$511K – 768
2015
Q4 		$511K Buy
4,300
+1,100
+34% +$136K 0.35% 96
2015
Q3 		$370K Buy
3,200
+2,900
+967% +$389K 0.32% 101
2015
Q2 		$43K Sell
300
-1,000
-77% -$135K 0.05% 355
2015
Q1 		$165K Buy
1,300
+600
+86% +$71.7K 0.27% 128
2014
Q4 		$81K Buy
+700
New +$76.4K 0.13% 217
2014
Q3 		– Sell
-900
Closed -$105K – 791
2014
Q2 		$105K Buy
+900
New +$100K 0.1% 291
2014
Q1 		– Sell
-200
Closed -$21K – 661
2013
Q4 		$21K Buy
+200
New +$19.6K 0.02% 491

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Seven Eight Capital's SIVB Position: Q4 2022 in Review

Seven Eight Capital sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 1,405 shares — an estimated $472K sold.

Seven Eight Capital first reported a position in SIVB in Q4 2013 and held it in 17 quarters. The position peaked at $3.29M in Q1 2018. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Seven Eight Capital reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Seven Eight Capital sold 1,405 SVB Financial Group shares in Q4 2022, an estimated $472K.
  • Seven Eight Capital first reported a position in SVB Financial Group in Q4 2013 and held it in 17 quarters.
  • Seven Eight Capital's SVB Financial Group position peaked at $3.29M in Q1 2018.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Seven Eight Capital's 13F filing for Q4 2022, filed 13 Feb 2023.