Capital Fund Management (CFM)
SIVB

Capital Fund Management (CFM)’s SVB Financial Group SIVB Stock Holding History

Capital Fund Management (CFM)’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
-15,500
Closed -$3.57M – 1800
2022
Q4 		$3.57M Buy
+15,500
New +$3.85M 0.02% 745
2019
Q1 		– Sell
-4,500
Closed -$855K – 2271
2018
Q4 		$855K Sell
4,500
-14,800
-77% -$3.62M 0.01% 1147
2018
Q3 		$6M Sell
19,300
-14,800
-43% -$4.67M 0.03% 688
2018
Q2 		$9.85M Buy
34,100
+28,100
+468% +$8.26M 0.05% 488
2018
Q1 		$1.44M Buy
6,000
+3,900
+186% +$979K 0.01% 1119
2017
Q4 		$491K Buy
+2,100
New +$447K ﹤0.01% 1457

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

Capital Fund Management (CFM)'s SIVB Position: Q1 2020 in Review

Capital Fund Management (CFM) sold out of SVB Financial Group (SIVB) in Q1 2020, closing a stake of 922 shares — an estimated $231K sold.

Capital Fund Management (CFM) first reported a position in SIVB in Q2 2014 and held it in 10 quarters. The position peaked at $15.4M in Q3 2017. 474 funds tracked by Wall St. Rank hold SIVB as of Q1 2020.

  • Capital Fund Management (CFM) reported no remaining SVB Financial Group position as of Q1 2020 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 922 SVB Financial Group shares in Q1 2020, an estimated $231K.
  • Capital Fund Management (CFM) first reported a position in SVB Financial Group in Q2 2014 and held it in 10 quarters.
  • Capital Fund Management (CFM)'s SVB Financial Group position peaked at $15.4M in Q3 2017.
  • 474 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2020.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2020, filed 13 May 2020.