Canada Life
SIVB

Canada Life’s SVB Financial Group SIVB Stock Holding History

Canada Life’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
-37,975
Closed -$8.77M – 2356
2022
Q4 		$8.77M Sell
37,975
-453
-1% -$113K 0.02% 554
2022
Q3 		$12.9M Buy
38,428
+640
+2% +$258K 0.04% 448
2022
Q2 		$14.9M Sell
37,788
-732
-2% -$345K 0.04% 439
2022
Q1 		$22.7M Sell
38,520
-749
-2% -$455K 0.05% 371
2021
Q4 		$26.6M Buy
39,269
+2,989
+8% +$2.11M 0.05% 350
2021
Q3 		$23.6M Buy
36,280
+1,315
+4% +$763K 0.05% 364
2021
Q2 		$19.4M Buy
34,965
+199
+0.6% +$110K 0.04% 402
2021
Q1 		$17.1M Sell
34,766
-15,868
-31% -$7.8M 0.04% 422
2020
Q4 		$19.6M Buy
50,634
+16,741
+49% +$5.42M 0.04% 423
2020
Q3 		$8.15M Buy
33,893
+394
+1% +$92.7K 0.02% 587
2020
Q2 		$7.19M Sell
33,499
-2,050
-6% -$395K 0.02% 607
2020
Q1 		$5.39M Sell
35,549
-3,716
-9% -$818K 0.01% 606
2019
Q4 		$9.79M Sell
39,265
-1,066
-3% -$242K 0.02% 570
2019
Q3 		$8.43M Buy
40,331
+319
+0.8% +$66.8K 0.02% 568
2019
Q2 		$8.98M Sell
40,012
-628
-2% -$145K 0.02% 578
2019
Q1 		$9.01M Buy
40,640
+6,799
+20% +$1.58M 0.02% 516
2018
Q4 		$6.12M Sell
33,841
-4,087
-11% -$999K 0.02% 593
2018
Q3 		$11.8M Sell
37,928
-3,673
-9% -$1.16M 0.03% 476
2018
Q2 		$12M Buy
41,601
+3
+0% +$881 0.03% 485
2018
Q1 		$9.99M Sell
41,598
-7,315
-15% -$1.84M 0.02% 534
2017
Q4 		$11.4M Sell
48,913
-6
-0% -$1.28K 0.03% 494
2017
Q3 		$9.13M Sell
48,919
-598
-1% -$105K 0.02% 544
2017
Q2 		$8.7M Buy
49,517
+13,164
+36% +$2.36M 0.02% 553
2017
Q1 		$6.76M Buy
36,353
+2,116
+6% +$385K 0.02% 608
2016
Q4 		$5.88M Buy
34,237
+2,904
+9% +$416K 0.02% 645
2016
Q3 		$3.46M Buy
31,333
+684
+2% +$71.2K 0.01% 782
2016
Q2 		$2.91M Buy
30,649
+24,440
+394% +$2.5M 0.01% 836
2016
Q1 		$633K Buy
6,209
+1,106
+22% +$107K ﹤0.01% 871
2015
Q4 		$607K Buy
5,103
+582
+13% +$72.2K ﹤0.01% 879
2015
Q3 		$524K Hold
4,521
– – ﹤0.01% 875
2015
Q2 		$649K Buy
4,521
+357
+9% +$48.3K ﹤0.01% 968
2015
Q1 		$527K Hold
4,164
– – ﹤0.01% 974
2014
Q4 		$482K Sell
4,164
-21,900
-84% -$2.39M ﹤0.01% 972
2014
Q3 		$2.92M Sell
26,064
-448
-2% -$49.7K 0.01% 724
2014
Q2 		$3.08M Sell
26,512
-8,300
-24% -$925K 0.01% 718
2014
Q1 		$4.46M Buy
34,812
+8,200
+31% +$958K 0.02% 618
2013
Q4 		$2.8M Sell
26,612
-200
-0.7% -$19.6K 0.01% 713
2013
Q3 		$2.31M Buy
26,812
+11,012
+70% +$952K 0.01% 717
2013
Q2 		$1.32M Buy
+15,800
New +$1.16M 0.01% 456

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 $1.52B AUM 21.38% 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 $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Canada Life's SIVB Position: Q1 2023 in Review

Canada Life sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 37,975 shares — an estimated $8.77M sold.

Canada Life first reported a position in SIVB in Q2 2013 and held it in 39 quarters. The position peaked at $26.6M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Canada Life reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Canada Life sold 37,975 SVB Financial Group shares in Q1 2023, an estimated $8.77M.
  • Canada Life first reported a position in SVB Financial Group in Q2 2013 and held it in 39 quarters.
  • Canada Life's SVB Financial Group position peaked at $26.6M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Canada Life's 13F filing for Q1 2023, filed 12 May 2023.