Summitry LLC’s SVB Financial Group SIVB Stock Holding History

Summitry LLC’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 Q1	–	Sell	-300	Closed	-$203K	–	97
2021 Q4	$203K	Buy	+300	New	+$211K	0.01%	87

Other funds holding SIVB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ATO

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summitry LLC's SIVB Position: Q1 2022 in Review

Summitry LLC sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 300 shares — an estimated $203K sold.

Summitry LLC first reported a position in SIVB in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 806 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

Summitry LLC reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
Summitry LLC sold 300 SVB Financial Group shares in Q1 2022, an estimated $203K.
Summitry LLC first reported a position in SVB Financial Group in Q4 2021 and held it in 1 quarter.
Summitry LLC's SVB Financial Group position peaked at $203K in Q4 2021.
806 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Summitry LLC's 13F filing for Q1 2022, filed 9 May 2022.