SAM
SIVB

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

Sompo 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
2022
Q4 		– Sell
-920
Closed -$308K – 189
2022
Q3 		$308K Buy
+920
New +$370K 0.08% 147

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 $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

Sompo Asset Management's SIVB Position: Q4 2022 in Review

Sompo Asset Management sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 920 shares — an estimated $308K sold.

Sompo Asset Management first reported a position in SIVB in Q3 2022 and held it in 1 quarter. The position peaked at $308K in Q3 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Sompo Asset Management reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Sompo Asset Management sold 920 SVB Financial Group shares in Q4 2022, an estimated $308K.
  • Sompo Asset Management first reported a position in SVB Financial Group in Q3 2022 and held it in 1 quarter.
  • Sompo Asset Management's SVB Financial Group position peaked at $308K in Q3 2022.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Sompo Asset Management's 13F filing for Q4 2022, filed 1 Feb 2023.