CT
SIVB

Cambridge Trust’s SVB Financial Group SIVB Stock Holding History

Cambridge Trust’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
Q2 		– Sell
-1,469
Closed -$1.33K – 782
2023
Q1 		$1.33K Sell
1,469
-407
-22% -$114K ﹤0.01% 730
2022
Q4 		$432K Sell
1,876
-288
-13% -$71.5K 0.02% 210
2022
Q3 		$727K Hold
2,164
– – 0.03% 158
2022
Q2 		$855K Sell
2,164
-81
-4% -$38.2K 0.04% 160
2022
Q1 		$1.26M Sell
2,245
-76
-3% -$46.1K 0.04% 147
2021
Q4 		$1.57M Sell
2,321
-278
-11% -$196K 0.05% 139
2021
Q3 		$1.68M Sell
2,599
-39
-1% -$22.6K 0.06% 117
2021
Q2 		$1.47M Sell
2,638
-22
-0.8% -$12.2K 0.06% 126
2021
Q1 		$1.31M Sell
2,660
-184
-6% -$90.5K 0.05% 126
2020
Q4 		$1.1M Sell
2,844
-411
-13% -$133K 0.05% 114
2020
Q3 		$783K Sell
3,255
-88
-3% -$20.7K 0.04% 127
2020
Q2 		$758K Sell
3,343
-6,071
-64% -$1.17M 0.04% 133
2020
Q1 		$1.42M Sell
9,414
-59,143
-86% -$13M 0.1% 98
2019
Q4 		$17.2M Sell
68,557
-1,295
-2% -$294K 0.91% 39
2019
Q3 		$14.6M Sell
69,852
-4,521
-6% -$947K 0.85% 45
2019
Q2 		$16.7M Sell
74,373
-325
-0.4% -$75.2K 0.97% 38
2019
Q1 		$16.6M Buy
74,698
+5,033
+7% +$1.17M 0.99% 39
2018
Q4 		$13.2M Sell
69,665
-1,840
-3% -$450K 0.91% 39
2018
Q3 		$22.2M Sell
71,505
-2,197
-3% -$693K 1.28% 26
2018
Q2 		$21.3M Sell
73,702
-35,507
-33% -$10.4M 1.32% 29
2018
Q1 		$26.2M Sell
109,209
-1,138
-1% -$286K 1.67% 18
2017
Q4 		$25.8M Buy
110,347
+779
+0.7% +$166K 1.63% 18
2017
Q3 		$20.5M Sell
109,568
-748
-0.7% -$132K 1.38% 26
2017
Q2 		$19.4M Buy
110,316
+15
+0% +$2.69K 1.34% 26
2017
Q1 		$20.5M Buy
110,301
+1,756
+2% +$319K 1.36% 24
2016
Q4 		$18.6M Buy
108,545
+2,087
+2% +$299K 1.31% 28
2016
Q3 		$11.8M Buy
106,458
+45,090
+73% +$4.69M 0.86% 43
2016
Q2 		$5.84M Buy
61,368
+1,072
+2% +$110K 0.45% 68
2016
Q1 		$6.15M Sell
60,296
-674
-1% -$65.2K 0.51% 64
2015
Q4 		$7.25M Buy
60,970
+329
+0.5% +$40.8K 0.59% 59
2015
Q3 		$7.01M Buy
60,641
+1,261
+2% +$169K 0.61% 59
2015
Q2 		$8.55M Sell
59,380
-43
-0.1% -$5.81K 0.71% 52
2015
Q1 		$7.55M Buy
59,423
+468
+0.8% +$55.9K 0.63% 56
2014
Q4 		$6.84M Buy
58,955
+723
+1% +$78.9K 0.59% 57
2014
Q3 		$6.53M Sell
58,232
-85
-0.1% -$9.43K 0.58% 59
2014
Q2 		$6.8M Sell
58,317
-1,721
-3% -$192K 0.59% 61
2014
Q1 		$7.73M Sell
60,038
-31,802
-35% -$3.72M 0.71% 51
2013
Q4 		$9.63M Sell
91,840
-189
-0.2% -$18.5K 0.89% 45
2013
Q3 		$7.95M Sell
92,029
-1,390
-1% -$120K 0.79% 47
2013
Q2 		$7.78M Buy
+93,419
New +$6.83M 0.81% 46

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Cambridge Trust's SIVB Position: Q2 2023 in Review

Cambridge Trust sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 1,469 shares — an estimated $1.33K sold.

Cambridge Trust first reported a position in SIVB in Q2 2013 and held it in 40 quarters. The position peaked at $26.2M in Q1 2018. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Cambridge Trust reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Cambridge Trust sold 1,469 SVB Financial Group shares in Q2 2023, an estimated $1.33K.
  • Cambridge Trust first reported a position in SVB Financial Group in Q2 2013 and held it in 40 quarters.
  • Cambridge Trust's SVB Financial Group position peaked at $26.2M in Q1 2018.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Cambridge Trust's 13F filing for Q2 2023, filed 25 Jul 2023.