SFI
SIVB

Siemens Fonds Invest’s SVB Financial Group SIVB Stock Holding History

Siemens Fonds Invest’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
-608
Closed -$204K – 396
2022
Q3 		$204K Hold
608
– – 0.02% 378
2022
Q2 		$240K Hold
608
– – 0.03% 356
2022
Q1 		$340K Hold
608
– – 0.03% 335
2021
Q4 		$413K Buy
608
+23
+4% +$16.2K 0.03% 311
2021
Q3 		$378K Buy
+585
New +$339K 0.03% 306

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Siemens Fonds Invest's SIVB Position: Q4 2022 in Review

Siemens Fonds Invest sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 608 shares — an estimated $204K sold.

Siemens Fonds Invest first reported a position in SIVB in Q3 2021 and held it in 5 quarters. The position peaked at $413K in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Siemens Fonds Invest reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Siemens Fonds Invest sold 608 SVB Financial Group shares in Q4 2022, an estimated $204K.
  • Siemens Fonds Invest first reported a position in SVB Financial Group in Q3 2021 and held it in 5 quarters.
  • Siemens Fonds Invest's SVB Financial Group position peaked at $413K in Q4 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Siemens Fonds Invest's 13F filing for Q4 2022, filed 14 Feb 2023.