AB
SIVB

Amalgamated Bank’s SVB Financial Group SIVB Stock Holding History

Amalgamated Bank’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
-15,607
Closed -$3.59M – 2984
2022
Q4 		$3.59M Buy
15,607
+250
+2% +$62.1K 0.03% 653
2022
Q3 		$5.16M Sell
15,357
-72
-0.5% -$29K 0.05% 370
2022
Q2 		$6.09M Buy
15,429
+871
+6% +$410K 0.06% 317
2022
Q1 		$8.14M Sell
14,558
-1,036
-7% -$629K 0.06% 269
2021
Q4 		$10.6M Sell
15,594
-1,961
-11% -$1.38M 0.08% 207
2021
Q3 		$11.4M Buy
17,555
+842
+5% +$488K 0.1% 172
2021
Q2 		$9.3M Buy
16,713
+13,900
+494% +$7.71M 0.07% 240
2021
Q1 		$1.39M Sell
2,813
-104
-4% -$51.1K 0.05% 382
2020
Q4 		$1.13M Sell
2,917
-5
-0.2% -$1.62K 0.04% 458
2020
Q3 		$703K Sell
2,922
-58
-2% -$13.6K 0.03% 650
2020
Q2 		$642K Sell
2,980
-4,711
-61% -$907K 0.03% 677
2020
Q1 		$1.16M Sell
7,691
-287
-4% -$63.2K 0.03% 554
2019
Q4 		$2M Buy
7,978
+513
+7% +$117K 0.04% 512
2019
Q3 		$1.56M Buy
7,465
+50
+0.7% +$10.5K 0.03% 561
2019
Q2 		$1.67M Sell
7,415
-260
-3% -$60.1K 0.04% 498
2019
Q1 		$1.71M Buy
7,675
+172
+2% +$40K 0.04% 468
2018
Q4 		$1.43M Sell
7,503
-196
-3% -$47.9K 0.04% 477
2018
Q3 		$2.39M Sell
7,699
-217
-3% -$68.5K 0.06% 304
2018
Q2 		$2.29M Sell
7,916
-3,815
-33% -$1.12M 0.06% 323
2018
Q1 		$2.82M Buy
11,731
+811
+7% +$204K 0.07% 254
2017
Q4 		$2.55M Buy
10,920
+577
+6% +$123K 0.07% 271
2017
Q3 		$1.94M Sell
10,343
-220
-2% -$38.7K 0.06% 308
2017
Q2 		$1.86M Buy
10,563
+2,260
+27% +$405K 0.06% 315
2017
Q1 		$1.54M Sell
8,303
-1,180
-12% -$215K 0.08% 249
2016
Q4 		$1.63M Buy
9,483
+962
+11% +$138K 0.07% 248
2016
Q3 		$942K Hold
8,521
– – 0.05% 399
2016
Q2 		$883K Buy
8,521
+2,261
+36% +$231K 0.05% 431
2016
Q1 		$639K Buy
6,260
+496
+9% +$48K 0.06% 395
2015
Q4 		$685K Sell
5,764
-390
-6% -$48.4K 0.08% 282
2015
Q3 		$711K Buy
6,154
+77
+1% +$10.3K 0.07% 312
2015
Q2 		$875K Buy
6,077
+4,178
+220% +$565K 0.09% 239
2015
Q1 		$241K Buy
+1,899
New +$227K 0.03% 786

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

Amalgamated Bank's SIVB Position: Q1 2023 in Review

Amalgamated Bank sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 15,607 shares — an estimated $3.59M sold.

Amalgamated Bank first reported a position in SIVB in Q1 2015 and held it in 32 quarters. The position peaked at $11.4M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Amalgamated Bank reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Amalgamated Bank sold 15,607 SVB Financial Group shares in Q1 2023, an estimated $3.59M.
  • Amalgamated Bank first reported a position in SVB Financial Group in Q1 2015 and held it in 32 quarters.
  • Amalgamated Bank's SVB Financial Group position peaked at $11.4M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Amalgamated Bank's 13F filing for Q1 2023, filed 2 May 2023.