Summit Partners Public Asset Management’s SVB Financial Group SIVB Stock Holding History

Summit Partners Public 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 Q3	–	Sell	-79,900	Closed	-$17.2M	–	129
2020 Q2	$17.2M	Buy	+79,900	New	+$15.4M	1.03%	31
2018 Q4	–	Sell	-95,000	Closed	-$29.5M	–	107
2018 Q3	$29.5M	Buy	+95,000	New	+$30M	2%	11
2017 Q2	–	Sell	-40,000	Closed	-$7.44M	–	119
2017 Q1	$7.44M	Buy	+40,000	New	+$7.27M	1.45%	24
2016 Q4	–	Sell	-35,000	Closed	-$3.87M	–	132
2016 Q3	$3.87M	Buy	+35,000	New	+$3.64M	0.63%	66
2016 Q2	–	Sell	-28,000	Closed	-$2.86M	–	125
2016 Q1	$2.86M	Buy	+28,000	New	+$2.71M	0.61%	55

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Summit Partners Public Asset Management's SIVB Position: Q3 2020 in Review

Summit Partners Public Asset Management sold out of SVB Financial Group (SIVB) in Q3 2020, closing a stake of 79,900 shares — an estimated $17.2M sold.

Summit Partners Public Asset Management first reported a position in SIVB in Q1 2016 and held it in 5 quarters. The position peaked at $29.5M in Q3 2018. 527 funds tracked by Wall St. Rank hold SIVB as of Q3 2020.

Summit Partners Public Asset Management reported no remaining SVB Financial Group position as of Q3 2020 after selling out during the quarter.
Summit Partners Public Asset Management sold 79,900 SVB Financial Group shares in Q3 2020, an estimated $17.2M.
Summit Partners Public Asset Management first reported a position in SVB Financial Group in Q1 2016 and held it in 5 quarters.
Summit Partners Public Asset Management's SVB Financial Group position peaked at $29.5M in Q3 2018.
527 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2020.

Based on Summit Partners Public Asset Management's 13F filing for Q3 2020, filed 16 Nov 2020.