Westfield Capital Management’s SVB Financial Group SIVB Stock Holding History

Westfield 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
2022 Q1	–	Sell	-131,093	Closed	-$88.9M	–	272
2021 Q4	$88.9M	Sell	131,093 -23,475	-15%	-$16.5M	0.53%	65
2021 Q3	$100M	Buy	+154,568	New	+$89.6M	0.6%	49
2020 Q4	–	Sell	-1,900	Closed	-$457K	–	273
2020 Q3	$457K	Hold	1,900	–	–	﹤0.01%	229
2020 Q2	$410K	Buy	+1,900	New	+$366K	﹤0.01%	225
2019 Q3	–	Sell	-128,971	Closed	-$29M	–	268
2019 Q2	$29M	Buy	128,971 +1,298	+1%	+$300K	0.22%	144
2019 Q1	$28.4M	Sell	127,673 -28,749	-18%	-$6.69M	0.22%	143
2018 Q4	$29.7M	Buy	156,422 +16,315	+12%	+$3.99M	0.25%	123
2018 Q3	$43.5M	Buy	140,107 +65,413	+88%	+$20.6M	0.31%	104
2018 Q2	$21.6M	Buy	+74,694	New	+$21.9M	0.16%	180
2017 Q2	–	Sell	-115,560	Closed	-$21.5M	–	299
2017 Q1	$21.5M	Buy	115,560 +2,294	+2%	+$417K	0.18%	164
2016 Q4	$19.4M	Buy	+113,266	New	+$16.2M	0.17%	171

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

ATO

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

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

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

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

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

Westfield Capital Management's SIVB Position: Q1 2022 in Review

Westfield Capital Management sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 131,093 shares — an estimated $88.9M sold.

Westfield Capital Management first reported a position in SIVB in Q4 2016 and held it in 11 quarters. The position peaked at $100M in Q3 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

Westfield Capital Management reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
Westfield Capital Management sold 131,093 SVB Financial Group shares in Q1 2022, an estimated $88.9M.
Westfield Capital Management first reported a position in SVB Financial Group in Q4 2016 and held it in 11 quarters.
Westfield Capital Management's SVB Financial Group position peaked at $100M in Q3 2021.
805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Westfield Capital Management's 13F filing for Q1 2022, filed 16 May 2022.