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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Systematic Financial Management's SIVB Position: Q4 2019 in Review

Systematic Financial Management sold out of SVB Financial Group (SIVB) in Q4 2019, closing a stake of 155 shares — an estimated $32K sold.

Systematic Financial Management first reported a position in SIVB in Q2 2014 and held it in 9 quarters. The position peaked at $13.3M in Q3 2014. 560 funds tracked by Wall St. Rank hold SIVB as of Q4 2019.

Systematic Financial Management reported no remaining SVB Financial Group position as of Q4 2019 after selling out during the quarter.
Systematic Financial Management sold 155 SVB Financial Group shares in Q4 2019, an estimated $32K.
Systematic Financial Management first reported a position in SVB Financial Group in Q2 2014 and held it in 9 quarters.
Systematic Financial Management's SVB Financial Group position peaked at $13.3M in Q3 2014.
560 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2019.

Based on Systematic Financial Management's 13F filing for Q4 2019, filed 14 Feb 2020.