SLF
SIVB

Sun Life Financial’s SVB Financial Group SIVB Stock Holding History

Sun Life 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
2021
Q2 		– Sell
-31
Closed -$15K – 521
2021
Q1 		$15K Hold
31
– – ﹤0.01% 324
2020
Q4 		$12K Hold
31
– – ﹤0.01% 342
2020
Q3 		$7K Buy
31
+1
+3% +$235 ﹤0.01% 420
2020
Q2 		$6K Sell
30
-1
-3% -$193 ﹤0.01% 390
2020
Q1 		$5K Hold
31
– – ﹤0.01% 388
2019
Q4 		$8K Sell
31
-12
-28% -$2.73K ﹤0.01% 371
2019
Q3 		$9K Hold
43
– – ﹤0.01% 538
2019
Q2 		$10K Sell
43
-46
-52% -$10.6K ﹤0.01% 511
2019
Q1 		$20K Sell
89
-58
-39% -$13.5K ﹤0.01% 513
2018
Q4 		$28K Buy
147
+1
+0.7% +$245 0.01% 517
2018
Q3 		$45K Buy
146
+3
+2% +$947 0.01% 457
2018
Q2 		$41K Buy
143
+85
+147% +$25K 0.01% 462
2018
Q1 		$240 Buy
+58
New +$14.6K ﹤0.01% 474

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sun Life Financial's SIVB Position: Q2 2021 in Review

Sun Life Financial sold out of SVB Financial Group (SIVB) in Q2 2021, closing a stake of 31 shares — an estimated $15K sold.

Sun Life Financial first reported a position in SIVB in Q1 2018 and held it in 13 quarters. The position peaked at $45K in Q3 2018. 732 funds tracked by Wall St. Rank hold SIVB as of Q2 2021.

  • Sun Life Financial reported no remaining SVB Financial Group position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 31 SVB Financial Group shares in Q2 2021, an estimated $15K.
  • Sun Life Financial first reported a position in SVB Financial Group in Q1 2018 and held it in 13 quarters.
  • Sun Life Financial's SVB Financial Group position peaked at $45K in Q3 2018.
  • 732 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.