Shelton Capital Management’s SVB Financial Group SIVB Stock Holding History

Shelton Capital 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
2022 Q1	–	Sell	-354	Closed	-$240K	–	892
2021 Q4	$240K	Sell	354 -3,000	-89%	-$2.11M	0.01%	693
2021 Q3	$2.17M	Sell	3,354 -1,000	-23%	-$580K	0.08%	220
2021 Q2	$2.42M	Hold	4,354	–	–	0.09%	215
2021 Q1	$2.15M	Sell	4,354 -1,400	-24%	-$688K	0.07%	232
2020 Q4	$2.23M	Buy	+5,754	New	+$1.86M	0.1%	190
2018 Q1	–	Sell	-3,920	Closed	-$916K	–	914
2017 Q4	$916K	Hold	3,920	–	–	0.06%	249
2017 Q3	$733K	Hold	3,920	–	–	0.05%	276
2017 Q2	$689K	Hold	3,920	–	–	0.05%	289
2017 Q1	$729K	Hold	3,920	–	–	0.05%	272
2016 Q4	$673K	Sell	3,920 -996	-20%	-$143K	0.05%	298
2016 Q3	$543K	Sell	4,916 -2	-0%	-$208	0.05%	339
2016 Q2	$468K	Buy	4,918 +2	+0%	+$205	0.04%	391
2016 Q1	$502K	Hold	4,916	–	–	0.05%	362
2015 Q4	$585K	Hold	4,916	–	–	0.06%	311
2015 Q3	$568K	Hold	4,916	–	–	0.06%	309
2015 Q2	$708K	Hold	4,916	–	–	0.07%	259
2015 Q1	$625K	Hold	4,916	–	–	0.07%	303
2014 Q4	$571K	Hold	4,916	–	–	0.07%	312
2014 Q3	$551K	Hold	4,916	–	–	0.07%	303
2014 Q2	$573K	Hold	4,916	–	–	0.08%	299
2014 Q1	$633K	Hold	4,916	–	–	0.09%	245
2013 Q4	$515K	Hold	4,916	–	–	0.08%	310
2013 Q3	$425K	Hold	4,916	–	–	0.07%	351
2013 Q2	$410K	Buy	+4,916	New	+$360K	0.07%	339

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Shelton Capital Management's SIVB Position: Q1 2022 in Review

Shelton Capital Management sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 354 shares — an estimated $240K sold.

Shelton Capital Management first reported a position in SIVB in Q2 2013 and held it in 24 quarters. The position peaked at $2.42M in Q2 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

Shelton Capital Management reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
Shelton Capital Management sold 354 SVB Financial Group shares in Q1 2022, an estimated $240K.
Shelton Capital Management first reported a position in SVB Financial Group in Q2 2013 and held it in 24 quarters.
Shelton Capital Management's SVB Financial Group position peaked at $2.42M in Q2 2021.
805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Shelton Capital Management's 13F filing for Q1 2022, filed 12 May 2022.