SAM
SIVB

Shone Asset Management’s SVB Financial Group SIVB Stock Holding History

Shone Asset 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
Q4 		$993K Hold
2,564
– – 0.77% 24
2020
Q3 		$701K Hold
2,564
– – 0.63% 23
2020
Q2 		$577K Hold
2,564
– – 0.57% 23
2020
Q1 		$495K Buy
+2,564
New +$564K 0.59% 24

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Shone Asset Management's SIVB Position: Q4 2020 in Review

Shone Asset Management held its SVB Financial Group (SIVB) position steady in Q4 2020 at 2,564 shares worth $993K. The position accounts for 0.77% of the portfolio, ranked #24.

Shone Asset Management first reported a position in SIVB in Q1 2020 and has held it in 4 quarters since. 609 funds tracked by Wall St. Rank hold SIVB as of Q4 2020.

  • Shone Asset Management held 2,564 shares of SVB Financial Group worth $993K as of Q4 2020.
  • Shone Asset Management left its SVB Financial Group share count unchanged in Q4 2020.
  • SVB Financial Group made up 0.77% of Shone Asset Management's portfolio in Q4 2020, its #24 holding.
  • Shone Asset Management first reported a position in SVB Financial Group in Q1 2020 and has held it in 4 quarters since.
  • 609 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2020.

Based on Shone Asset Management's 13F filing for Q4 2020, filed 20 Jan 2021.