YMRC
SIVB

Yorktown Management & Research Company’s SVB Financial Group SIVB Stock Holding History

Yorktown Management & Research Company’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
2018
Q4 		– Sell
-1,000
Closed -$311K – 369
2018
Q3 		$311K Sell
1,000
-600
-38% -$189K 0.09% 272
2018
Q2 		$462K Buy
+1,600
New +$470K 0.13% 162
2018
Q1 		– Sell
-1,000
Closed -$251K – 338
2017
Q4 		$234K Buy
+1,000
New +$213K 0.07% 349

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Yorktown Management & Research Company's SIVB Position: Q4 2018 in Review

Yorktown Management & Research Company sold out of SVB Financial Group (SIVB) in Q4 2018, closing a stake of 1,000 shares — an estimated $311K sold.

Yorktown Management & Research Company first reported a position in SIVB in Q4 2017 and held it in 3 quarters. The position peaked at $462K in Q2 2018. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

  • Yorktown Management & Research Company reported no remaining SVB Financial Group position as of Q4 2018 after selling out during the quarter.
  • Yorktown Management & Research Company sold 1,000 SVB Financial Group shares in Q4 2018, an estimated $311K.
  • Yorktown Management & Research Company first reported a position in SVB Financial Group in Q4 2017 and held it in 3 quarters.
  • Yorktown Management & Research Company's SVB Financial Group position peaked at $462K in Q2 2018.
  • 573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on Yorktown Management & Research Company's 13F filing for Q4 2018, filed 8 Feb 2019.