AA
SIVB

Altman Advisors’s SVB Financial Group SIVB Stock Holding History

Altman Advisors’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
-3,265
Closed -$833K – 99
2022
Q4 		$833K Buy
3,265
+1,258
+63% +$312K 0.51% 76
2022
Q3 		$674K Sell
2,007
-32
-2% -$12.9K 0.43% 82
2022
Q2 		$816K Buy
2,039
+124
+6% +$58.4K 0.46% 79
2022
Q1 		$1.07M Buy
1,915
+304
+19% +$185K 0.55% 70
2021
Q4 		$937K Buy
+1,611
New +$1.13M 0.57% 60
2020
Q1 		– Sell
-3,971
Closed -$997K – 95
2019
Q4 		$997K Sell
3,971
-3,478
-47% -$791K 0.8% 51
2019
Q3 		$1.56M Buy
7,449
+57
+0.8% +$11.9K 1.32% 47
2019
Q2 		$1.66M Buy
7,392
+54
+0.7% +$12.5K 1.39% 45
2019
Q1 		$1.63M Buy
7,338
+1,153
+19% +$268K 1.5% 40
2018
Q4 		$1.18M Sell
6,185
-1,095
-15% -$268K 1.29% 41
2018
Q3 		$2.26M Sell
7,280
-23,580
-76% -$7.44M 2.04% 22
2018
Q2 		$1.51K Buy
30,860
+23,686
+330% +$6.96M 1.38% 46
2018
Q1 		$1.72M Buy
7,174
+2,132
+42% +$535K 1.65% 34
2017
Q4 		$1.18M Buy
+5,042
New +$1.07M 1.03% 50

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 $1.2B AUM 37.55% 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 $162B AUM 25.78% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Barclays
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

Altman Advisors's SIVB Position: Q1 2023 in Review

Altman Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 3,265 shares — an estimated $833K sold.

Altman Advisors first reported a position in SIVB in Q4 2017 and held it in 14 quarters. The position peaked at $2.26M in Q3 2018. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Altman Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Altman Advisors sold 3,265 SVB Financial Group shares in Q1 2023, an estimated $833K.
  • Altman Advisors first reported a position in SVB Financial Group in Q4 2017 and held it in 14 quarters.
  • Altman Advisors's SVB Financial Group position peaked at $2.26M in Q3 2018.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Altman Advisors's 13F filing for Q1 2023, filed 9 May 2023.