SAM
SIVB
Sycomore Asset Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,965
| Closed | -$3.46M | – | 112 |
|
|
2022
Q4 | $3.46M | Buy |
15,965
+6,830
| +75% | +$1.48M | 0.95% | 31 |
|
|
2022
Q3 | $3.07M | Hold |
9,135
| – | – | 0.87% | 31 |
|
|
2022
Q2 | $3.7M | Hold |
9,135
| – | – | 0.87% | 31 |
|
|
2022
Q1 | $5.41M | Buy |
9,135
+9,042
| +9,723% | +$5.36M | 0.94% | 32 |
|
|
2021
Q4 | $64K | Buy |
+93
| New | +$64K | 0.01% | 117 |
|