ZDA
SIVB

Zweig-DiMenna Associates’s SVB Financial Group SIVB Stock Holding History

Zweig-DiMenna Associates’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
-20,600
Closed -$6.4M – 180
2018
Q3 		$6.4M Buy
+20,600
New +$6.5M 0.53% 70
2017
Q2 		– Sell
-107,227
Closed -$20M – 268
2017
Q1 		$20M Buy
107,227
+82,786
+339% +$15.1M 1.83% 12
2016
Q4 		$4.2M Buy
+24,441
New +$3.5M 0.3% 96

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 $1.81T AUM 41.13% 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 $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $150B AUM 40.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Zweig-DiMenna Associates's SIVB Position: Q4 2018 in Review

Zweig-DiMenna Associates sold out of SVB Financial Group (SIVB) in Q4 2018, closing a stake of 20,600 shares — an estimated $6.4M sold.

Zweig-DiMenna Associates first reported a position in SIVB in Q4 2016 and held it in 3 quarters. The position peaked at $20M in Q1 2017. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

  • Zweig-DiMenna Associates reported no remaining SVB Financial Group position as of Q4 2018 after selling out during the quarter.
  • Zweig-DiMenna Associates sold 20,600 SVB Financial Group shares in Q4 2018, an estimated $6.4M.
  • Zweig-DiMenna Associates first reported a position in SVB Financial Group in Q4 2016 and held it in 3 quarters.
  • Zweig-DiMenna Associates's SVB Financial Group position peaked at $20M in Q1 2017.
  • 573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on Zweig-DiMenna Associates's 13F filing for Q4 2018, filed 25 Jan 2019.