SIVB
Westfield Capital Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$15.9M | 0.53% | 65 |
|
|
2021
Q3 | $100M | Buy |
+154,568
| New | +$100M | 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 | +$410K | ﹤0.01% | 225 |
|
|
2019
Q3 | – | Sell |
-128,971
| Closed | -$29M | – | 268 |
|
|
2019
Q2 | $29M | Buy |
128,971
+1,298
| +1% | +$292K | 0.22% | 144 |
|
|
2019
Q1 | $28.4M | Sell |
127,673
-28,749
| -18% | -$6.39M | 0.22% | 143 |
|
|
2018
Q4 | $29.7M | Buy |
156,422
+16,315
| +12% | +$3.1M | 0.25% | 123 |
|
|
2018
Q3 | $43.5M | Buy |
140,107
+65,413
| +88% | +$20.3M | 0.31% | 104 |
|
|
2018
Q2 | $21.6M | Buy |
+74,694
| New | +$21.6M | 0.16% | 180 |
|
|
2017
Q2 | – | Sell |
-115,560
| Closed | -$21.5M | – | 299 |
|
|
2017
Q1 | $21.5M | Buy |
115,560
+2,294
| +2% | +$427K | 0.18% | 164 |
|
|
2016
Q4 | $19.4M | Buy |
+113,266
| New | +$19.4M | 0.17% | 171 |
|