SC
SIVB

Southside Capital’s SVB Financial Group SIVB Stock Holding History

Southside 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
2019
Q4 		$10.5M Sell
42,000
-2,483
-6% -$565K 2.76% 10
2019
Q3 		$9.29M Buy
44,483
+5,000
+13% +$1.05M 2.53% 10
2019
Q2 		$8.87M Buy
39,483
+5,000
+14% +$1.16M 2.59% 12
2019
Q1 		$7.67M Sell
34,483
-1,067
-3% -$248K 3.14% 8
2018
Q4 		$6.75M Buy
+35,550
New +$8.69M 4.18% 4

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Southside Capital's SIVB Position: Q4 2019 in Review

Southside Capital reduced its SVB Financial Group (SIVB) stake by 5.6% in Q4 2019, selling an estimated $565K and leaving 42,000 shares worth $10.5M. The position accounts for 2.76% of the portfolio, ranked #10.

Southside Capital first reported a position in SIVB in Q4 2018 and has held it in 5 quarters since. 560 funds tracked by Wall St. Rank hold SIVB as of Q4 2019.

  • Southside Capital held 42,000 shares of SVB Financial Group worth $10.5M as of Q4 2019.
  • Southside Capital sold 2,483 SVB Financial Group shares in Q4 2019, an estimated $565K.
  • SVB Financial Group made up 2.76% of Southside Capital's portfolio in Q4 2019, its #10 holding.
  • Southside Capital first reported a position in SVB Financial Group in Q4 2018 and has held it in 5 quarters since.
  • 560 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2019.

Based on Southside Capital's 13F filing for Q4 2019, filed 11 Feb 2020.