WEC
SIVB

Winslow Evans & Crocker’s SVB Financial Group SIVB Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$11K Buy
+28
New +$9.07K ﹤0.01% 943
2018
Q2 		– Sell
-16
Closed -$3.6K – 1198
2018
Q1 		$3.6K Hold
16
– – ﹤0.01% 951
2017
Q4 		$3.51K Sell
16
-74
-82% -$15.8K ﹤0.01% 970
2017
Q3 		$16.7K Buy
90
+1
+1% +$176 0.01% 704
2017
Q2 		$15.6K Sell
89
-3
-3% -$537 ﹤0.01% 805
2017
Q1 		$17.1K Buy
92
+22
+31% +$4K 0.01% 764
2016
Q4 		$11.8K Sell
70
-24
-26% -$3.44K ﹤0.01% 840
2016
Q3 		$10.3K Hold
94
– – ﹤0.01% 897
2016
Q2 		$8.85K Sell
94
-28
-23% -$2.87K ﹤0.01% 911
2016
Q1 		$12.4K Sell
122
-36
-23% -$3.48K ﹤0.01% 827
2015
Q4 		$18.7K Buy
158
+4
+3% +$496 0.01% 764
2015
Q3 		$17.7K Sell
154
-3,250
-95% -$435K 0.01% 756
2015
Q2 		$490K Buy
+3,404
New +$460K 0.14% 171

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Winslow Evans & Crocker's SIVB Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in SVB Financial Group (SIVB) in Q4 2020: 28 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #943 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in SIVB as recently as Q1 2018.

Winslow Evans & Crocker first reported a position in SIVB in Q2 2015 and has held it in 13 quarters since. The position peaked at $490K in Q2 2015. 609 funds tracked by Wall St. Rank hold SIVB as of Q4 2020.

  • Winslow Evans & Crocker held 28 shares of SVB Financial Group worth $11K as of Q4 2020.
  • SVB Financial Group was a new Winslow Evans & Crocker position in Q4 2020.
  • SVB Financial Group made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #943 holding.
  • Winslow Evans & Crocker first reported a position in SVB Financial Group in Q2 2015 and has held it in 13 quarters since.
  • Winslow Evans & Crocker's SVB Financial Group position peaked at $490K in Q2 2015.
  • 609 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.