Alecta Tjanstepension Omsesidigt’s SVB Financial Group SIVB Stock Holding History

Alecta Tjanstepension Omsesidigt’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	-2,633,100	Closed	-$606M	–	26
2022 Q4	$606M	Buy	2,633,100 +225,000	+9%	+$55.9M	3.58%	13
2022 Q3	$809M	Buy	2,408,100 +258,100	+12%	+$104M	4.94%	7
2022 Q2	$850M	Buy	2,150,000 +370,500	+21%	+$175M	4.9%	7
2022 Q1	$996M	Buy	1,779,500 +433,000	+32%	+$263M	4.85%	6
2021 Q4	$914M	Buy	1,346,500 +50,000	+4%	+$35.2M	3.98%	8
2021 Q3	$838M	Buy	1,296,500 +60,000	+5%	+$34.8M	3.98%	8
2021 Q2	$688M	Hold	1,236,500	–	–	3.16%	10
2021 Q1	$610M	Buy	1,236,500 +50,000	+4%	+$24.6M	3.16%	10
2020 Q4	$455M	Hold	1,186,500	–	–	2.51%	16
2020 Q3	$285M	Buy	1,186,500 +200,000	+20%	+$47.1M	1.83%	19
2020 Q2	$213M	Buy	986,500 +101,500	+11%	+$19.5M	1.49%	21
2020 Q1	$133M	Buy	885,000 +385,000	+77%	+$84.7M	1.16%	24
2019 Q4	$125M	Hold	500,000	–	–	0.91%	28
2019 Q3	$104M	Buy	500,000 +400,000	+400%	+$83.8M	0.84%	27
2019 Q2	$22.5M	Buy	+100,000	New	+$23.1M	0.18%	36

Other funds holding SIVB

TAMH

Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return

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 Sacramento, California $162B AUM 25.78% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

Alecta Tjanstepension Omsesidigt's SIVB Position: Q1 2023 in Review

Alecta Tjanstepension Omsesidigt sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 2,633,100 shares — an estimated $606M sold.

Alecta Tjanstepension Omsesidigt first reported a position in SIVB in Q2 2019 and held it in 15 quarters. The position peaked at $996M in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Alecta Tjanstepension Omsesidigt reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Alecta Tjanstepension Omsesidigt sold 2,633,100 SVB Financial Group shares in Q1 2023, an estimated $606M.
Alecta Tjanstepension Omsesidigt first reported a position in SVB Financial Group in Q2 2019 and held it in 15 quarters.
Alecta Tjanstepension Omsesidigt's SVB Financial Group position peaked at $996M in Q1 2022.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Alecta Tjanstepension Omsesidigt's 13F filing for Q1 2023, filed 12 May 2023.