BA
SIVB

Bridgewater Associates’s SVB Financial Group SIVB Stock Holding History

Bridgewater Associates’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
-29,580
Closed -$6.81M – 937
2022
Q4 		$6.81M Buy
29,580
+13,253
+81% +$3.29M 0.04% 305
2022
Q3 		$5.48M Buy
16,327
+6,650
+69% +$2.68M 0.03% 362
2022
Q2 		$3.82M Buy
9,677
+2,153
+29% +$1.01M 0.02% 557
2022
Q1 		$4.21M Sell
7,524
-2,915
-28% -$1.77M 0.02% 511
2021
Q4 		$7.08M Sell
10,439
-11,210
-52% -$7.9M 0.04% 239
2021
Q3 		$14M Buy
21,649
+5,165
+31% +$3M 0.08% 161
2021
Q2 		$9.17M Buy
16,484
+83
+0.5% +$46K 0.06% 231
2021
Q1 		$8.1M Buy
16,401
+7,082
+76% +$3.48M 0.07% 180
2020
Q4 		$3.61M Buy
+9,319
New +$3.02M 0.03% 237
2020
Q1 		– Sell
-10,658
Closed -$2.68M – 648
2019
Q4 		$2.68M Buy
+10,658
New +$2.42M 0.03% 176

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 $172M AUM 34.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Bridgewater Associates's SIVB Position: Q1 2023 in Review

Bridgewater Associates sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 29,580 shares — an estimated $6.81M sold.

Bridgewater Associates first reported a position in SIVB in Q4 2019 and held it in 10 quarters. The position peaked at $14M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Bridgewater Associates reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Bridgewater Associates sold 29,580 SVB Financial Group shares in Q1 2023, an estimated $6.81M.
  • Bridgewater Associates first reported a position in SVB Financial Group in Q4 2019 and held it in 10 quarters.
  • Bridgewater Associates's SVB Financial Group position peaked at $14M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Bridgewater Associates's 13F filing for Q1 2023, filed 12 May 2023.