Winton Group’s SVB Financial Group SIVB Stock Holding History

Winton Group’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
2021 Q1	–	Sell	-691	Closed	-$268K	–	1494
2020 Q4	$268K	Buy	+691	New	+$224K	0.02%	1088
2019 Q1	–	Sell	-2,062	Closed	-$392K	–	1252
2018 Q4	$392K	Sell	2,062 -222	-10%	-$54.3K	0.01%	563
2018 Q3	$710K	Sell	2,284 -19,396	-89%	-$6.12M	0.01%	497
2018 Q2	$6.26M	Buy	21,680 +6,826	+46%	+$2.01M	0.16%	242
2018 Q1	$3.56M	Sell	14,854 -25,956	-64%	-$6.51M	0.1%	251
2017 Q4	$9.54M	Buy	40,810 +22,961	+129%	+$4.89M	0.28%	99
2017 Q3	$3.34M	Buy	+17,849	New	+$3.14M	0.11%	220
2015 Q1	–	Sell	-6,793	Closed	-$788K	–	622
2014 Q4	$788K	Sell	6,793 -11,831	-64%	-$1.29M	0.01%	489
2014 Q3	$2.09M	Sell	18,624 -1,403	-7%	-$156K	0.01%	453
2014 Q2	$2.34M	Buy	+20,027	New	+$2.23M	0.02%	437

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

ATO

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winton Group's SIVB Position: Q1 2021 in Review

Winton Group sold out of SVB Financial Group (SIVB) in Q1 2021, closing a stake of 691 shares — an estimated $268K sold.

Winton Group first reported a position in SIVB in Q2 2014 and held it in 10 quarters. The position peaked at $9.54M in Q4 2017. 714 funds tracked by Wall St. Rank hold SIVB as of Q1 2021.

Winton Group reported no remaining SVB Financial Group position as of Q1 2021 after selling out during the quarter.
Winton Group sold 691 SVB Financial Group shares in Q1 2021, an estimated $268K.
Winton Group first reported a position in SVB Financial Group in Q2 2014 and held it in 10 quarters.
Winton Group's SVB Financial Group position peaked at $9.54M in Q4 2017.
714 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2021.

Based on Winton Group's 13F filing for Q1 2021, filed 21 Jul 2021.