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

Quarter Market Value Status Shares Shares
Change %
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% -$6.68K 0.04% 279
2021
Q1
$1.98M Buy
+4,013
New +$1.98M 0.04% 284
2019
Q1
Sell
-2,777
Closed -$527K 629
2018
Q4
$527K Sell
2,777
-852
-23% -$162K 0.01% 433
2018
Q3
$1.13M Buy
+3,629
New +$1.13M 0.02% 379
2016
Q4
Sell
-29,142
Closed -$3.22M 811
2016
Q3
$3.22M Buy
29,142
+363
+1% +$40.1K 0.09% 156
2016
Q2
$2.74M Sell
28,779
-7,998
-22% -$761K 0.08% 169
2016
Q1
$3.75M Buy
36,777
+1,948
+6% +$199K 0.12% 150
2015
Q4
$4.14M Sell
34,829
-449
-1% -$53.4K 0.14% 143
2015
Q3
$4.08M Sell
35,278
-2,762
-7% -$319K 0.14% 140
2015
Q2
$5.48M Buy
38,040
+9,842
+35% +$1.42M 0.17% 130
2015
Q1
$3.58M Sell
28,198
-1,233
-4% -$157K 0.11% 156
2014
Q4
$3.42M Sell
29,431
-258
-0.9% -$29.9K 0.11% 161
2014
Q3
$3.33M Sell
29,689
-2,363
-7% -$265K 0.12% 152
2014
Q2
$3.75M Sell
32,052
-933
-3% -$109K 0.13% 151
2014
Q1
$4.25M Sell
32,985
-570
-2% -$73.4K 0.16% 145
2013
Q4
$3.52M Sell
33,555
-2,885
-8% -$303K 0.14% 152
2013
Q3
$3.15M Buy
+36,440
New +$3.15M 0.14% 156