SFG
ML

SVB Financial Group’s MoneyLion Inc. ML Stock Holding History

SVB Financial Group’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,729
Closed -$274K – 11
2024
Q2 		$274K Hold
3,729
– – 0.19% 7
2024
Q1 		$266K Hold
3,729
– – 0.15% 9
2023
Q4 		$234K Buy
+3,729
New +$125K 0.21% 7
2023
Q2 		– Sell
-2,486
Closed -$42.3K – 29
2023
Q1 		$42.3K Hold
2,486
– – 0.08% 25
2022
Q4 		$46.2K Buy
+2,486
New +$61.2K 0.13% 26

Other funds holding ML

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SVB Financial Group's ML Position: Q3 2024 in Review

SVB Financial Group sold out of MoneyLion Inc. (ML) in Q3 2024, closing a stake of 3,729 shares — an estimated $274K sold.

SVB Financial Group first reported a position in ML in Q4 2022 and held it in 5 quarters. The position peaked at $274K in Q2 2024. 114 funds tracked by Wall St. Rank hold ML as of Q3 2024.

  • SVB Financial Group reported no remaining MoneyLion Inc. position as of Q3 2024 after selling out during the quarter.
  • SVB Financial Group sold 3,729 MoneyLion Inc. shares in Q3 2024, an estimated $274K.
  • SVB Financial Group first reported a position in MoneyLion Inc. in Q4 2022 and held it in 5 quarters.
  • SVB Financial Group's MoneyLion Inc. position peaked at $274K in Q2 2024.
  • 114 funds tracked by Wall St. Rank held MoneyLion Inc. as of Q3 2024.

Based on SVB Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.