SVB Wealth’s NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK NJ Stock Holding History

SVB Wealth’s Portfolio NJ Stock Details NJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,342	Closed	-$50.6K	–	1824
2024 Q4	$50.6K	Buy	+11,342	New	+$50.6K	﹤0.01%	730
2023 Q4	–	Sell	-15,973	Closed	-$184K	–	963
2023 Q3	$184K	Sell	15,973 -7,247	-31%	-$83.6K	﹤0.01%	758
2023 Q2	$320K	Sell	23,220 -8,010	-26%	-$110K	0.01%	643
2023 Q1	$406K	Buy	+31,230	New	+$406K	0.01%	601
2021 Q4	–	Sell	-10,835	Closed	-$301K	–	986
2021 Q3	$301K	Buy	10,835 +3,492	+48%	+$97K	﹤0.01%	785
2021 Q2	$212K	Buy	7,343 +769	+12%	+$22.2K	﹤0.01%	876
2021 Q1	$201K	Buy	+6,574	New	+$201K	﹤0.01%	834
2015 Q4	–	Sell	-66,902	Closed	-$1.16M	–	576
2015 Q3	$1.16M	Buy	66,902 +10,597	+19%	+$209K	0.05%	278
2015 Q2	$1.05M	Buy	56,305 +17,301	+44%	+$315K	0.04%	315
2015 Q1	$652K	Buy	39,004 +4,890	+14%	+$82.1K	0.02%	375
2014 Q4	$553K	Buy	+34,114	New	+$555K	0.02%	391

Other funds holding NJ

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

RhumbLine Advisers

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.52B AUM 27.87% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return