BMSSC
SIVB

B. Metzler seel. Sohn & Co’s SVB Financial Group SIVB Stock Holding History

B. Metzler seel. Sohn & Co’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
-1,059
Closed -$244K – 760
2022
Q4 		$244K Sell
1,059
-1,486
-58% -$369K ﹤0.01% 667
2022
Q3 		$855K Sell
2,545
-26,777
-91% -$10.8M 0.02% 452
2022
Q2 		$11.6M Buy
29,322
+3,931
+15% +$1.85M 0.19% 87
2022
Q1 		$14.2M Buy
25,391
+22,628
+819% +$13.7M 0.19% 89
2021
Q4 		$1.88M Buy
2,763
+927
+50% +$653K 0.02% 337
2021
Q3 		$1.19M Sell
1,836
-100
-5% -$58K 0.02% 404
2021
Q2 		$1.08M Sell
1,936
-1,201
-38% -$666K 0.02% 420
2021
Q1 		$1.55M Buy
3,137
+1,100
+54% +$541K 0.03% 345
2020
Q4 		$781K Buy
+2,037
New +$660K 0.01% 447

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
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

B. Metzler seel. Sohn & Co's SIVB Position: Q1 2023 in Review

B. Metzler seel. Sohn & Co sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,059 shares — an estimated $244K sold.

B. Metzler seel. Sohn & Co first reported a position in SIVB in Q4 2020 and held it in 9 quarters. The position peaked at $14.2M in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • B. Metzler seel. Sohn & Co reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 1,059 SVB Financial Group shares in Q1 2023, an estimated $244K.
  • B. Metzler seel. Sohn & Co first reported a position in SVB Financial Group in Q4 2020 and held it in 9 quarters.
  • B. Metzler seel. Sohn & Co's SVB Financial Group position peaked at $14.2M in Q1 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2023, filed 10 May 2023.