Three Peaks Capital Management’s SVB Financial Group SIVB Stock Holding History

Three Peaks Capital 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	-10,502	Closed	-$2.19M	–	113
2019 Q3	$2.19M	Buy	+10,502	New	+$2.2M	0.63%	73
2018 Q4	–	Sell	-13,860	Closed	-$4.31M	–	150
2018 Q3	$4.31M	Sell	13,860 -1,467	-10%	-$463K	0.88%	37
2018 Q2	$4.43M	Buy	15,327 +4,358	+40%	+$1.28M	0.89%	52
2018 Q1	$2.63M	Buy	+10,969	New	+$2.75M	0.45%	78

Other funds holding SIVB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Three Peaks Capital Management's SIVB Position: Q4 2019 in Review

Three Peaks Capital Management sold out of SVB Financial Group (SIVB) in Q4 2019, closing a stake of 10,502 shares — an estimated $2.19M sold.

Three Peaks Capital Management first reported a position in SIVB in Q1 2018 and held it in 4 quarters. The position peaked at $4.43M in Q2 2018. 560 funds tracked by Wall St. Rank hold SIVB as of Q4 2019.

Three Peaks Capital Management reported no remaining SVB Financial Group position as of Q4 2019 after selling out during the quarter.
Three Peaks Capital Management sold 10,502 SVB Financial Group shares in Q4 2019, an estimated $2.19M.
Three Peaks Capital Management first reported a position in SVB Financial Group in Q1 2018 and held it in 4 quarters.
Three Peaks Capital Management's SVB Financial Group position peaked at $4.43M in Q2 2018.
560 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2019.

Based on Three Peaks Capital Management's 13F filing for Q4 2019, filed 17 Jan 2020.