BIC
SIVB

Beach Investment Counsel’s SVB Financial Group SIVB Stock Holding History

Beach Investment Counsel’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
-8,345
Closed -$1.92M – 162
2022
Q4 		$1.92M Hold
8,345
– – 0.24% 76
2022
Q3 		$2.8M Hold
8,345
– – 0.4% 61
2022
Q2 		$3.3M Sell
8,345
-30
-0.4% -$14.1K 0.41% 59
2022
Q1 		$4.68M Sell
8,375
-60
-0.7% -$36.4K 0.49% 55
2021
Q4 		$5.72M Hold
8,435
– – 0.76% 39
2021
Q3 		$5.46M Sell
8,435
-5
-0.1% -$2.9K 0.52% 48
2021
Q2 		$4.7M Hold
8,440
– – 0.42% 61
2021
Q1 		$4.17M Hold
8,440
– – 0.37% 68
2020
Q4 		$3.27M Sell
8,440
-900
-10% -$292K 0.31% 70
2020
Q3 		$2.25M Sell
9,340
-900
-9% -$212K 0.26% 72
2020
Q2 		$2.21M Buy
10,240
+1,650
+19% +$318K 0.3% 69
2020
Q1 		$1.3M Hold
8,590
– – 0.22% 71
2019
Q4 		$2.16M Hold
8,590
– – 0.24% 70
2019
Q3 		$1.79M Buy
8,590
+600
+8% +$126K 0.21% 74
2019
Q2 		$1.79M Buy
+7,990
New +$1.85M 0.21% 76

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

Beach Investment Counsel's SIVB Position: Q1 2023 in Review

Beach Investment Counsel sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 8,345 shares — an estimated $1.92M sold.

Beach Investment Counsel first reported a position in SIVB in Q2 2019 and held it in 15 quarters. The position peaked at $5.72M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Beach Investment Counsel reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Beach Investment Counsel sold 8,345 SVB Financial Group shares in Q1 2023, an estimated $1.92M.
  • Beach Investment Counsel first reported a position in SVB Financial Group in Q2 2019 and held it in 15 quarters.
  • Beach Investment Counsel's SVB Financial Group position peaked at $5.72M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Beach Investment Counsel's 13F filing for Q1 2023, filed 21 Apr 2023.