SFM
SIVB

Systematic Financial Management’s SVB Financial Group SIVB Stock Holding History

Systematic Financial Management’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
2019
Q4 		– Sell
-155
Closed -$32K – 602
2019
Q3 		$32K Sell
155
-9,504
-98% -$1.99M ﹤0.01% 506
2019
Q2 		$2.17M Sell
9,659
-1,845
-16% -$427K 0.08% 183
2019
Q1 		$2.56M Sell
11,504
-420
-4% -$97.8K 0.09% 225
2018
Q4 		$2.27M Buy
11,924
+5,821
+95% +$1.42M 0.07% 246
2018
Q3 		$1.9M Buy
+6,103
New +$1.93M 0.05% 288
2016
Q3 		– Sell
-17,435
Closed -$1.66M – 658
2016
Q2 		$1.66M Sell
17,435
-51,060
-75% -$5.22M 0.02% 460
2016
Q1 		$6.99M Buy
+68,495
New +$6.63M 0.09% 227
2014
Q4 		– Sell
-119,078
Closed -$13.3M – 773
2014
Q3 		$13.3M Buy
119,078
+23,620
+25% +$2.62M 0.1% 209
2014
Q2 		$11.1M Buy
+95,458
New +$10.6M 0.08% 264

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return