Tiverton Asset Management’s SVB Financial Group SIVB Stock Holding History

Tiverton Asset 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 Q3	$7.52M	Sell	36,008 -6,324	-15%	-$1.33M	0.26%	88
2019 Q2	$9.51M	Buy	42,332 +8,730	+26%	+$2.02M	0.34%	79
2019 Q1	$7.47M	Buy	33,602 +12,298	+58%	+$2.86M	0.32%	78
2018 Q4	$4.05M	Buy	21,304 +20,936	+5,689%	+$5.12M	0.24%	92
2018 Q3	$115K	Buy	+368	New	+$116K	0.01%	358
2018 Q2	–	Sell	-3,361	Closed	-$807K	–	551
2018 Q1	$807K	Sell	3,361 -9,783	-74%	-$2.46M	0.06%	171
2017 Q4	$3.07M	Sell	13,144 -9,474	-42%	-$2.02M	0.19%	109
2017 Q3	$4.23M	Sell	22,618 -2,852	-11%	-$502K	0.24%	107
2017 Q2	$4.48M	Sell	25,470 -8,530	-25%	-$1.53M	0.24%	111
2017 Q1	$6.33M	Buy	34,000 +24,000	+240%	+$4.36M	0.32%	101
2016 Q4	$1.72M	Buy	+10,000	New	+$1.43M	0.1%	166

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

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tiverton Asset Management's SIVB Position: Q3 2019 in Review

Tiverton Asset Management reduced its SVB Financial Group (SIVB) stake by 15% in Q3 2019, selling an estimated $1.33M and leaving 36,008 shares worth $7.52M. The position accounts for 0.26% of the portfolio, ranked #88.

Tiverton Asset Management first reported a position in SIVB in Q4 2016 and has held it in 11 quarters since. The position peaked at $9.51M in Q2 2019. 546 funds tracked by Wall St. Rank hold SIVB as of Q3 2019.

Tiverton Asset Management held 36,008 shares of SVB Financial Group worth $7.52M as of Q3 2019.
Tiverton Asset Management sold 6,324 SVB Financial Group shares in Q3 2019, an estimated $1.33M.
SVB Financial Group made up 0.26% of Tiverton Asset Management's portfolio in Q3 2019, its #88 holding.
Tiverton Asset Management first reported a position in SVB Financial Group in Q4 2016 and has held it in 11 quarters since.
Tiverton Asset Management's SVB Financial Group position peaked at $9.51M in Q2 2019.
546 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.