Three Peaks Capital Management’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,502
| Closed | -$2.19M | – | 113 |
|
|
2019
Q3 | $2.19M | Buy |
+10,502
| New | +$2.19M | 0.63% | 73 |
|
|
2018
Q4 | – | Sell |
-13,860
| Closed | -$4.31M | – | 150 |
|
|
2018
Q3 | $4.31M | Sell |
13,860
-1,467
| -10% | -$456K | 0.88% | 37 |
|
|
2018
Q2 | $4.43M | Buy |
15,327
+4,358
| +40% | +$1.26M | 0.89% | 52 |
|
|
2018
Q1 | $2.63M | Buy |
+10,969
| New | +$2.63M | 0.45% | 78 |
|