BIM
SIVB

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

Bridges 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
2023
Q1 		– Sell
-87,433
Closed -$20.1M – 216
2022
Q4 		$20.1M Buy
87,433
+14,579
+20% +$3.62M 0.74% 37
2022
Q3 		$24.5M Sell
72,854
-111
-0.2% -$44.7K 0.94% 30
2022
Q2 		$28.8M Buy
72,965
+2,263
+3% +$1.07M 1.05% 30
2022
Q1 		$39.6M Buy
70,702
+6,193
+10% +$3.76M 1.22% 26
2021
Q4 		$43.8M Sell
64,509
-802
-1% -$565K 1.28% 27
2021
Q3 		$42.2M Sell
65,311
-1,091
-2% -$633K 1.33% 23
2021
Q2 		$36.9M Sell
66,402
-8,416
-11% -$4.67M 1.1% 29
2021
Q1 		$36.9M Sell
74,818
-4,225
-5% -$2.08M 1.08% 30
2020
Q4 		$30.7M Buy
79,043
+1,111
+1% +$360K 0.94% 31
2020
Q3 		$18.8M Sell
77,932
-8,719
-10% -$2.05M 0.63% 43
2020
Q2 		$18.7M Sell
86,651
-1,375
-2% -$265K 0.68% 40
2020
Q1 		$13.3M Buy
88,026
+15,578
+22% +$3.43M 0.6% 46
2019
Q4 		$18.2M Buy
72,448
+16,779
+30% +$3.82M 0.67% 40
2019
Q3 		$11.6M Buy
55,669
+9,588
+21% +$2.01M 0.44% 51
2019
Q2 		$10.3M Buy
46,081
+14,059
+44% +$3.25M 0.4% 58
2019
Q1 		$7.12M Buy
32,022
+17,205
+116% +$4.01M 0.29% 79
2018
Q4 		$2.81M Buy
14,817
+8,602
+138% +$2.1M 0.13% 112
2018
Q3 		$1.93M Buy
6,215
+1,584
+34% +$500K 0.1% 130
2018
Q2 		$1.34M Buy
4,631
+765
+20% +$225K 0.06% 155
2018
Q1 		$928K Buy
+3,866
New +$970K 0.04% 166

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

Bridges Investment Management's SIVB Position: Q1 2023 in Review

Bridges Investment Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 87,433 shares — an estimated $20.1M sold.

Bridges Investment Management first reported a position in SIVB in Q1 2018 and held it in 20 quarters. The position peaked at $43.8M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Bridges Investment Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Bridges Investment Management sold 87,433 SVB Financial Group shares in Q1 2023, an estimated $20.1M.
  • Bridges Investment Management first reported a position in SVB Financial Group in Q1 2018 and held it in 20 quarters.
  • Bridges Investment Management's SVB Financial Group position peaked at $43.8M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Bridges Investment Management's 13F filing for Q1 2023, filed 28 Apr 2023.