Champlain Investment Partners’s SVB Financial Group SIVB Stock Holding History

Champlain Investment Partners’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	-614,253	Closed	-$141M	–	140
2022 Q4	$141M	Buy	614,253 +248,837	+68%	+$61.8M	0.91%	42
2022 Q3	$123M	Buy	365,416 +60,228	+20%	+$24.2M	0.84%	48
2022 Q2	$121M	Sell	305,188 -4,567	-1%	-$2.15M	0.78%	57
2022 Q1	$173M	Buy	309,755 +6,374	+2%	+$3.87M	0.9%	47
2021 Q4	$206M	Sell	303,381 -21,435	-7%	-$15.1M	0.93%	39
2021 Q3	$210M	Sell	324,816 -12,513	-4%	-$7.26M	1.01%	30
2021 Q2	$188M	Sell	337,329 -3,315	-1%	-$1.84M	0.89%	42
2021 Q1	$168M	Sell	340,644 -95,975	-22%	-$47.2M	0.87%	44
2020 Q4	$169M	Sell	436,619 -5,605	-1%	-$1.82M	0.97%	42
2020 Q3	$106M	Buy	442,224 +610	+0.1%	+$144K	0.72%	61
2020 Q2	$95.2M	Buy	441,614 +10,079	+2%	+$1.94M	0.68%	58
2020 Q1	$65.2M	Buy	431,535 +47,055	+12%	+$10.4M	0.59%	68
2019 Q4	$96.5M	Sell	384,480 -90	-0%	-$20.5K	0.71%	61
2019 Q3	$80.4M	Buy	384,570 +12,095	+3%	+$2.53M	0.66%	69
2019 Q2	$83.7M	Buy	372,475 +119,000	+47%	+$27.5M	0.7%	66
2019 Q1	$56.4M	Buy	253,475 +11,050	+5%	+$2.57M	0.49%	86
2018 Q4	$46M	Buy	242,425 +103,690	+75%	+$25.4M	0.47%	87
2018 Q3	$43.1M	Buy	138,735 +5,650	+4%	+$1.78M	0.38%	93
2018 Q2	$38.4M	Buy	133,085 +65	+0%	+$19.1K	0.37%	101
2018 Q1	$31.9M	Sell	133,020 -39,480	-23%	-$9.91M	0.35%	104
2017 Q4	$40.3M	Buy	172,500 +75	+0%	+$16K	0.46%	87
2017 Q3	$32.3M	Buy	172,425 +11,680	+7%	+$2.05M	0.38%	94
2017 Q2	$28.3M	Sell	160,745 -58,805	-27%	-$10.5M	0.35%	95
2017 Q1	$40.9M	Sell	219,550 -76,280	-26%	-$13.9M	0.54%	81
2016 Q4	$50.8M	Buy	295,830 +17,075	+6%	+$2.45M	0.7%	67
2016 Q3	$30.8M	Buy	278,755 +37,485	+16%	+$3.9M	0.47%	95
2016 Q2	$23M	Buy	241,270 +56,320	+30%	+$5.76M	0.4%	100
2016 Q1	$18.9M	Buy	+184,950	New	+$17.9M	0.34%	109
2014 Q1	–	Sell	-143,255	Closed	-$15M	–	147
2013 Q4	$15M	Buy	143,255 +29,905	+26%	+$2.93M	0.26%	120
2013 Q3	$9.79M	Buy	+113,350	New	+$9.8M	0.19%	122

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 Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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 Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

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

Champlain Investment Partners's SIVB Position: Q1 2023 in Review

Champlain Investment Partners sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 614,253 shares — an estimated $141M sold.

Champlain Investment Partners first reported a position in SIVB in Q3 2013 and held it in 30 quarters. The position peaked at $210M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Champlain Investment Partners reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Champlain Investment Partners sold 614,253 SVB Financial Group shares in Q1 2023, an estimated $141M.
Champlain Investment Partners first reported a position in SVB Financial Group in Q3 2013 and held it in 30 quarters.
Champlain Investment Partners's SVB Financial Group position peaked at $210M in Q3 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Champlain Investment Partners's 13F filing for Q1 2023, filed 12 May 2023.