Y-Intercept (HK)’s SVB Financial Group SIVB Stock Holding History

Y-Intercept (HK)’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 Q3	–	Sell	-713	Closed	-$282K	–	1385
2022 Q2	$282K	Buy	713 +322	+82%	+$152K	0.04%	601
2022 Q1	$219K	Sell	391 -253	-39%	-$154K	0.05%	585
2021 Q4	$437K	Sell	644 -1,428	-69%	-$1.01M	0.1%	285
2021 Q3	$1.34M	Buy	+2,072	New	+$1.2M	0.24%	128
2021 Q2	–	Sell	-2,377	Closed	-$1.17M	–	981
2021 Q1	$1.17M	Buy	+2,377	New	+$1.17M	0.31%	71

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ATO

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Y-Intercept (HK)'s SIVB Position: Q3 2022 in Review

Y-Intercept (HK) sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 713 shares — an estimated $282K sold.

Y-Intercept (HK) first reported a position in SIVB in Q1 2021 and held it in 5 quarters. The position peaked at $1.34M in Q3 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

Y-Intercept (HK) reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
Y-Intercept (HK) sold 713 SVB Financial Group shares in Q3 2022, an estimated $282K.
Y-Intercept (HK) first reported a position in SVB Financial Group in Q1 2021 and held it in 5 quarters.
Y-Intercept (HK)'s SVB Financial Group position peaked at $1.34M in Q3 2021.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Y-Intercept (HK)'s 13F filing for Q3 2022, filed 14 Feb 2023.