CIP
SIVB

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

Chartwell 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
-3,231
Closed -$744K – 439
2022
Q4 		$744K Hold
3,231
– – 0.03% 367
2022
Q3 		$1.08M Buy
3,231
+1,495
+86% +$602K 0.05% 342
2022
Q2 		$686K Buy
+1,736
New +$818K 0.03% 380
2021
Q2 		– Sell
-3,577
Closed -$1.77M – 446
2021
Q1 		$1.77M Sell
3,577
-303
-8% -$149K 0.05% 297
2020
Q4 		$1.5M Sell
3,880
-268
-6% -$86.8K 0.05% 319
2020
Q3 		$998K Sell
4,148
-444
-10% -$104K 0.04% 343
2020
Q2 		$990K Sell
4,592
-242
-5% -$46.6K 0.04% 333
2020
Q1 		$730K Sell
4,834
-387
-7% -$85.2K 0.03% 341
2019
Q4 		$1.31M Sell
5,221
-1,221
-19% -$278K 0.04% 335
2019
Q3 		$1.35M Sell
6,442
-19,457
-75% -$4.08M 0.05% 353
2019
Q2 		$5.82M Sell
25,899
-1,669
-6% -$386K 0.19% 186
2019
Q1 		$6.13M Buy
27,568
+8,385
+44% +$1.95M 0.2% 183
2018
Q4 		$3.64M Hold
19,183
– – 0.13% 237
2018
Q3 		$5.96M Sell
19,183
-4,000
-17% -$1.26M 0.18% 187
2018
Q2 		$6.69M Sell
23,183
-8,000
-26% -$2.35M 0.2% 168
2018
Q1 		$7.48M Buy
31,183
+3,183
+11% +$799K 0.26% 147
2017
Q4 		$6.55M Hold
28,000
– – 0.22% 160
2017
Q3 		$5.24M Buy
28,000
+13,000
+87% +$2.29M 0.18% 183
2017
Q2 		$2.64M Buy
15,000
+9,843
+191% +$1.76M 0.1% 252
2017
Q1 		$960K Sell
5,157
-6,797
-57% -$1.24M 0.04% 348
2016
Q4 		$2.05M Buy
+11,954
New +$1.71M 0.07% 310

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

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

Chartwell Investment Partners sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 3,231 shares — an estimated $744K sold.

Chartwell Investment Partners first reported a position in SIVB in Q4 2016 and held it in 21 quarters. The position peaked at $7.48M in Q1 2018. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Chartwell Investment Partners reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Chartwell Investment Partners sold 3,231 SVB Financial Group shares in Q1 2023, an estimated $744K.
  • Chartwell Investment Partners first reported a position in SVB Financial Group in Q4 2016 and held it in 21 quarters.
  • Chartwell Investment Partners's SVB Financial Group position peaked at $7.48M in Q1 2018.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Chartwell Investment Partners's 13F filing for Q1 2023, filed 14 Apr 2023.