TIM
SIVB

Thornburg Investment Management’s SVB Financial Group SIVB Stock Holding History

Thornburg Investment 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
2018
Q4 		– Sell
-44,107
Closed -$13.7M – 185
2018
Q3 		$13.7M Sell
44,107
-3,133
-7% -$989K 0.11% 118
2018
Q2 		$13.6M Sell
47,240
-27,176
-37% -$7.98M 0.1% 162
2018
Q1 		$17.9M Buy
74,416
+443
+0.6% +$111K 0.13% 134
2017
Q4 		$17.3M Sell
73,973
-11
-0% -$2.34K 0.12% 136
2017
Q3 		$13.8M Sell
73,984
-7,370
-9% -$1.3M 0.1% 154
2017
Q2 		$14.3M Sell
81,354
-8,929
-10% -$1.6M 0.11% 152
2017
Q1 		$16.8M Sell
90,283
-48,570
-35% -$8.83M 0.14% 139
2016
Q4 		$23.8M Sell
138,853
-67,354
-33% -$9.66M 0.18% 112
2016
Q3 		$22.8M Buy
206,207
+537
+0.3% +$55.9K 0.17% 114
2016
Q2 		$19.6M Hold
205,670
– – 0.15% 133
2016
Q1 		$21M Buy
205,670
+70,574
+52% +$6.83M 0.14% 148
2015
Q4 		$16.1M Sell
135,096
-81
-0.1% -$10K 0.1% 173
2015
Q3 		$15.6M Buy
+135,177
New +$18.1M 0.1% 167
2014
Q2 		– Sell
-171,776
Closed -$22.1M – 343
2014
Q1 		$22.1M Sell
171,776
-15,799
-8% -$1.85M 0.09% 175
2013
Q4 		$19.7M Buy
187,575
+137
+0.1% +$13.4K 0.08% 176
2013
Q3 		$16.2M Buy
187,438
+1,300
+0.7% +$112K 0.07% 187
2013
Q2 		$15.5M Buy
+186,138
New +$13.6M 0.07% 174

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Thornburg Investment Management's SIVB Position: Q4 2018 in Review

Thornburg Investment Management sold out of SVB Financial Group (SIVB) in Q4 2018, closing a stake of 44,107 shares — an estimated $13.7M sold.

Thornburg Investment Management first reported a position in SIVB in Q2 2013 and held it in 17 quarters. The position peaked at $23.8M in Q4 2016. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

  • Thornburg Investment Management reported no remaining SVB Financial Group position as of Q4 2018 after selling out during the quarter.
  • Thornburg Investment Management sold 44,107 SVB Financial Group shares in Q4 2018, an estimated $13.7M.
  • Thornburg Investment Management first reported a position in SVB Financial Group in Q2 2013 and held it in 17 quarters.
  • Thornburg Investment Management's SVB Financial Group position peaked at $23.8M in Q4 2016.
  • 573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on Thornburg Investment Management's 13F filing for Q4 2018, filed 6 Feb 2019.