AP
SIVB

Appleton Partners’s SVB Financial Group SIVB Stock Holding History

Appleton Partners’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
-5,751
Closed -$1.32M – 310
2022
Q4 		$1.32M Sell
5,751
-11,346
-66% -$2.82M 0.13% 133
2022
Q3 		$5.74M Sell
17,097
-3,038
-15% -$1.22M 0.57% 49
2022
Q2 		$7.95M Buy
20,135
+195
+1% +$91.9K 0.75% 35
2022
Q1 		$11.2M Buy
19,940
+212
+1% +$129K 0.91% 26
2021
Q4 		$13.4M Buy
19,728
+74
+0.4% +$52.1K 1.01% 24
2021
Q3 		$12.7M Sell
19,654
-262
-1% -$152K 1.06% 24
2021
Q2 		$11.1M Sell
19,916
-385
-2% -$214K 0.94% 28
2021
Q1 		$10M Buy
20,301
+81
+0.4% +$39.8K 0.93% 31
2020
Q4 		$7.84M Buy
20,220
+280
+1% +$90.7K 0.77% 35
2020
Q3 		$4.8M Sell
19,940
-91
-0.5% -$21.4K 0.53% 47
2020
Q2 		$4.32M Sell
20,031
-6,381
-24% -$1.23M 0.52% 52
2020
Q1 		$3.99M Sell
26,412
-730
-3% -$161K 0.55% 47
2019
Q4 		$6.81M Buy
27,142
+503
+2% +$114K 0.75% 36
2019
Q3 		$5.57M Buy
26,639
+924
+4% +$194K 0.67% 39
2019
Q2 		$5.78M Buy
25,715
+1,543
+6% +$357K 0.71% 41
2019
Q1 		$5.38M Buy
24,172
+2,530
+12% +$589K 0.71% 40
2018
Q4 		$4.11M Sell
21,642
-1,879
-8% -$459K 0.62% 49
2018
Q3 		$7.31M Buy
23,521
+1,314
+6% +$415K 0.97% 31
2018
Q2 		$6.41M Buy
22,207
+2,333
+12% +$685K 0.92% 31
2018
Q1 		$4.77M Buy
19,874
+18,670
+1,551% +$4.69M 0.72% 44
2017
Q4 		$281K Buy
+1,204
New +$257K 0.04% 225

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 $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Appleton Partners's SIVB Position: Q1 2023 in Review

Appleton Partners sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 5,751 shares — an estimated $1.32M sold.

Appleton Partners first reported a position in SIVB in Q4 2017 and held it in 21 quarters. The position peaked at $13.4M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Appleton Partners reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Appleton Partners sold 5,751 SVB Financial Group shares in Q1 2023, an estimated $1.32M.
  • Appleton Partners first reported a position in SVB Financial Group in Q4 2017 and held it in 21 quarters.
  • Appleton Partners's SVB Financial Group position peaked at $13.4M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Appleton Partners's 13F filing for Q1 2023, filed 10 Apr 2023.