Aberdeen Group
SIVB

Aberdeen Group’s SVB Financial Group SIVB Stock Holding History

Aberdeen Group’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
2023
Q1 		– Sell
-434,710
Closed -$100M – 936
2022
Q4 		$100M Buy
434,710
+22,562
+5% +$5.6M 0.27% 85
2022
Q3 		$138M Buy
412,148
+389,440
+1,715% +$157M 0.41% 55
2022
Q2 		$8.95M Buy
22,708
+1,884
+9% +$887K 0.03% 451
2022
Q1 		$11.8M Sell
20,824
-11,889
-36% -$7.22M 0.03% 413
2021
Q4 		$22.2M Sell
32,713
-14,747
-31% -$10.4M 0.05% 319
2021
Q3 		$31M Buy
47,460
+2,906
+7% +$1.69M 0.07% 265
2021
Q2 		$24.8M Sell
44,554
-154
-0.3% -$85.4K 0.05% 309
2021
Q1 		$22.1M Sell
44,708
-11,654
-21% -$5.73M 0.05% 321
2020
Q4 		$21.9M Buy
56,362
+40,178
+248% +$13M 0.05% 301
2020
Q3 		$3.89M Sell
16,184
-2,290
-12% -$539K 0.01% 604
2020
Q2 		$3.98M Sell
18,474
-1,484
-7% -$286K 0.01% 596
2020
Q1 		$3.02M Buy
19,958
+23
+0.1% +$5.06K 0.01% 609
2019
Q4 		$5M Sell
19,935
-604
-3% -$137K 0.01% 595
2019
Q3 		$4.29M Sell
20,539
-401
-2% -$84K 0.01% 622
2019
Q2 		$4.7M Sell
20,940
-444
-2% -$103K 0.01% 649
2019
Q1 		$4.75M Buy
21,384
+7,569
+55% +$1.76M 0.01% 641
2018
Q4 		$2.63M Sell
13,815
-12,308
-47% -$3.01M 0.01% 658
2018
Q3 		$8.12M Buy
26,123
+1,876
+8% +$592K 0.02% 525
2018
Q2 		$7M Buy
24,247
+14,862
+158% +$4.37M 0.01% 537
2018
Q1 		$2.25M Buy
+9,385
New +$2.36M ﹤0.01% 647

Other funds holding SIVB

JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TAMH
Taikang Asset Management (HK) Hong Kong $1.1B AUM 50.43% 1-Year Est. Return

Aberdeen Group's SIVB Position: Q1 2023 in Review

Aberdeen Group sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 434,710 shares — an estimated $100M sold.

Aberdeen Group first reported a position in SIVB in Q1 2018 and held it in 20 quarters. The position peaked at $138M in Q3 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Aberdeen Group reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Aberdeen Group sold 434,710 SVB Financial Group shares in Q1 2023, an estimated $100M.
  • Aberdeen Group first reported a position in SVB Financial Group in Q1 2018 and held it in 20 quarters.
  • Aberdeen Group's SVB Financial Group position peaked at $138M in Q3 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Aberdeen Group's 13F filing for Q1 2023, filed 28 Apr 2023.