M.D. Sass Investors Services, Inc. Svb Financial Group Transaction History

M.D. Sass Investors Services, Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$386.16 - $551.63 $19.5 Million - $27.8 Million	-50,380 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$245.3 - $387.83 $5.38 Million - $8.51 Million	-21,945 Reduced 30.34%	50,380 $19.5 Million
Q3 2020 Feb 03, 2021	BUY	$201.65 - $259.73 $6.54 Million - $8.43 Million	32,453 Added 81.39%	72,325 $17.4 Million
Q2 2020 Aug 10, 2020	SELL	$139.34 - $236.04 $2.77 Million - $4.68 Million	-19,846 Reduced 33.23%	39,872 $8.59 Million
Q1 2020 May 06, 2020	BUY	$130.98 - $270.79 $765,971 - $1.58 Million	5,848 Added 10.86%	59,718 $9.02 Million

Q4 2019 Jan 30, 2020	SELL	$188.33 - $254.21 $348,410 - $470,288	-1,850 Reduced 3.32%	53,870 $13.5 Million
Q3 2019 Nov 14, 2019	BUY	$184.71 - $233.79 $204,473 - $258,805	1,107 Added 2.03%	55,720 $11.6 Million
Q2 2019 Aug 13, 2019	SELL	$201.4 - $258.61 $7.49 Million - $9.62 Million	-37,203 Reduced 40.52%	54,613 $12.3 Million
Q1 2019 May 15, 2019	BUY	$189.64 - $250.81 $1.71 Million - $2.27 Million	9,042 Added 10.92%	91,816 $20.4 Million
Q4 2018 Feb 11, 2019	BUY	$180.49 - $321.39 $14.9 Million - $26.6 Million	82,774 New	82,774 $15.7 Million
Q4 2017 Feb 13, 2018	SELL	$181.64 - $241.7 $10.4 Million - $13.9 Million	-57,461 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$160.72 - $187.09 $9.24 Million - $10.8 Million	57,461	57,461 $10.8 Million

157K

Ticker SIVB
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,104,100
Market Cap $28.4M
Description
SVB Financial Group, a diversified financial services company, offers various banking and financial products and services. It operates through four segments: Global Commercial Bank, SVB Private Bank, SVB Capital, and SVB Securities. The Global Commercial Bank segment provides commercial banking products and services, including credit, treasury m...

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