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

UAS 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
2022 Q4	–	Sell	-750	Closed	-$252K	–	21
2022 Q3	$252K	Buy	+750	New	+$302K	0.08%	11

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

UAS Asset Management's SIVB Position: Q4 2022 in Review

UAS Asset Management sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 750 shares — an estimated $252K sold.

UAS Asset Management first reported a position in SIVB in Q3 2022 and held it in 1 quarter. The position peaked at $252K in Q3 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

UAS Asset Management reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
UAS Asset Management sold 750 SVB Financial Group shares in Q4 2022, an estimated $252K.
UAS Asset Management first reported a position in SVB Financial Group in Q3 2022 and held it in 1 quarter.
UAS Asset Management's SVB Financial Group position peaked at $252K in Q3 2022.
644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on UAS Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.