SMF
SIVB

Sterling Manor Financial’s SVB Financial Group SIVB Stock Holding History

Sterling Manor Financial’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
Q2 		– Sell
-507
Closed -$284K – 88
2022
Q1 		$284K Sell
507
-75
-13% -$45.5K 0.23% 58
2021
Q4 		$395K Sell
582
-150
-20% -$106K 0.31% 50
2021
Q3 		$474K Hold
732
– – 0.4% 34
2021
Q2 		$407K Sell
732
-85
-10% -$47.2K 0.33% 49
2021
Q1 		$403K Sell
817
-383
-32% -$188K 0.36% 46
2020
Q4 		$465K Buy
+1,200
New +$389K 0.43% 39

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sterling Manor Financial's SIVB Position: Q2 2022 in Review

Sterling Manor Financial sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 507 shares — an estimated $284K sold.

Sterling Manor Financial first reported a position in SIVB in Q4 2020 and held it in 6 quarters. The position peaked at $474K in Q3 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • Sterling Manor Financial reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • Sterling Manor Financial sold 507 SVB Financial Group shares in Q2 2022, an estimated $284K.
  • Sterling Manor Financial first reported a position in SVB Financial Group in Q4 2020 and held it in 6 quarters.
  • Sterling Manor Financial's SVB Financial Group position peaked at $474K in Q3 2021.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Sterling Manor Financial's 13F filing for Q2 2022, filed 3 Aug 2022.