ZIM
SIVB

Zacks Investment Management’s SVB Financial Group SIVB Stock Holding History

Zacks Investment Management’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
Q3 		– Sell
-4,001
Closed -$2.23M – 673
2021
Q2 		$2.23M Sell
4,001
-12
-0.3% -$6.66K 0.04% 279
2021
Q1 		$1.98M Buy
+4,013
New +$1.97M 0.04% 284
2019
Q1 		– Sell
-2,777
Closed -$527K – 629
2018
Q4 		$527K Sell
2,777
-852
-23% -$208K 0.01% 433
2018
Q3 		$1.13M Buy
+3,629
New +$1.15M 0.02% 379
2016
Q4 		– Sell
-29,142
Closed -$3.22M – 813
2016
Q3 		$3.22M Buy
29,142
+363
+1% +$37.8K 0.09% 156
2016
Q2 		$2.74M Sell
28,779
-7,998
-22% -$818K 0.08% 169
2016
Q1 		$3.75M Buy
36,777
+1,948
+6% +$188K 0.12% 150
2015
Q4 		$4.14M Sell
34,829
-449
-1% -$55.7K 0.14% 143
2015
Q3 		$4.08M Sell
35,278
-2,762
-7% -$370K 0.14% 140
2015
Q2 		$5.48M Buy
38,040
+9,842
+35% +$1.33M 0.17% 130
2015
Q1 		$3.58M Sell
28,198
-1,233
-4% -$147K 0.11% 156
2014
Q4 		$3.42M Sell
29,431
-258
-0.9% -$28.1K 0.11% 161
2014
Q3 		$3.33M Sell
29,689
-2,363
-7% -$262K 0.12% 152
2014
Q2 		$3.75M Sell
32,052
-933
-3% -$104K 0.13% 151
2014
Q1 		$4.25M Sell
32,985
-570
-2% -$66.6K 0.16% 145
2013
Q4 		$3.52M Sell
33,555
-2,885
-8% -$282K 0.14% 152
2013
Q3 		$3.15M Buy
+36,440
New +$3.15M 0.14% 156

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Zacks Investment Management's SIVB Position: Q3 2021 in Review

Zacks Investment Management sold out of SVB Financial Group (SIVB) in Q3 2021, closing a stake of 4,001 shares — an estimated $2.23M sold.

Zacks Investment Management first reported a position in SIVB in Q3 2013 and held it in 17 quarters. The position peaked at $5.48M in Q2 2015. 776 funds tracked by Wall St. Rank hold SIVB as of Q3 2021.

  • Zacks Investment Management reported no remaining SVB Financial Group position as of Q3 2021 after selling out during the quarter.
  • Zacks Investment Management sold 4,001 SVB Financial Group shares in Q3 2021, an estimated $2.23M.
  • Zacks Investment Management first reported a position in SVB Financial Group in Q3 2013 and held it in 17 quarters.
  • Zacks Investment Management's SVB Financial Group position peaked at $5.48M in Q2 2015.
  • 776 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2021.

Based on Zacks Investment Management's 13F filing for Q3 2021, filed 15 Nov 2021.