AIM
SIVB

Artemis Investment Management’s SVB Financial Group SIVB Stock Holding History

Artemis Investment Management’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
2022
Q4 		– Sell
-121,709
Closed -$40.9M – 267
2022
Q3 		$40.9M Sell
121,709
-139,910
-53% -$56.3M 0.47% 68
2022
Q2 		$104M Buy
261,619
+239,763
+1,097% +$113M 1.06% 28
2022
Q1 		$12.2M Sell
21,856
-44,987
-67% -$27.3M 0.1% 172
2021
Q4 		$45.3M Buy
+66,843
New +$47.1M 0.33% 101
2020
Q3 		– Sell
-19,038
Closed -$4.11M – 290
2020
Q2 		$4.11M Buy
+19,038
New +$3.67M 0.06% 220
2019
Q2 		– Sell
-2,169
Closed -$483K – 309
2019
Q1 		$483K Buy
2,169
+123
+6% +$28.6K 0.01% 274
2018
Q4 		$388K Sell
2,046
-113,729
-98% -$27.8M 0.01% 254
2018
Q3 		$36M Buy
115,775
+56,902
+97% +$18M 0.4% 64
2018
Q2 		$17M Sell
58,873
-74,439
-56% -$21.9M 0.23% 112
2018
Q1 		$32M Sell
133,312
-4,980
-4% -$1.25M 0.5% 57
2017
Q4 		$32.3M Buy
138,292
+124,414
+896% +$26.5M 0.54% 56
2017
Q3 		$2.6M Sell
13,878
-2,325
-14% -$409K 0.05% 187
2017
Q2 		$2.85M Hold
16,203
– – 0.07% 185
2017
Q1 		$3.02M Buy
16,203
+3,717
+30% +$676K 0.08% 158
2016
Q4 		$2.14M Hold
12,486
– – 0.06% 183
2016
Q3 		$1.38M Hold
12,486
– – 0.04% 181
2016
Q2 		$1.19M Sell
12,486
-53,196
-81% -$5.44M 0.03% 199
2016
Q1 		$6.7M Sell
65,682
-48,093
-42% -$4.65M 0.17% 130
2015
Q4 		$13.5M Buy
113,775
+23,564
+26% +$2.92M 0.34% 65
2015
Q3 		$10.4M Buy
90,211
+14,340
+19% +$1.92M 0.31% 86
2015
Q2 		$10.9M Buy
75,871
+70,157
+1,228% +$9.48M 0.35% 66
2015
Q1 		$726K Buy
5,714
+1,477
+35% +$176K 0.03% 203
2014
Q4 		$492K Buy
+4,237
New +$462K 0.02% 216

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artemis Investment Management's SIVB Position: Q4 2022 in Review

Artemis Investment Management sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 121,709 shares — an estimated $40.9M sold.

Artemis Investment Management first reported a position in SIVB in Q4 2014 and held it in 23 quarters. The position peaked at $104M in Q2 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Artemis Investment Management reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Artemis Investment Management sold 121,709 SVB Financial Group shares in Q4 2022, an estimated $40.9M.
  • Artemis Investment Management first reported a position in SVB Financial Group in Q4 2014 and held it in 23 quarters.
  • Artemis Investment Management's SVB Financial Group position peaked at $104M in Q2 2022.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Artemis Investment Management's 13F filing for Q4 2022, filed 25 Jan 2023.