CTA
SIVB

Chesley Taft & Associates’s SVB Financial Group SIVB Stock Holding History

Chesley Taft & Associates’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
-1,099
Closed -$253K – 294
2022
Q4 		$253K Sell
1,099
-1,595
-59% -$396K 0.02% 271
2022
Q3 		$905K Buy
2,694
+49
+2% +$19.7K 0.07% 169
2022
Q2 		$1.04M Sell
2,645
-123
-4% -$57.9K 0.07% 164
2022
Q1 		$1.4M Buy
2,768
+303
+12% +$184K 0.08% 156
2021
Q4 		$1.67M Buy
2,465
+412
+20% +$290K 0.09% 154
2021
Q3 		$1.33M Buy
2,053
+1,018
+98% +$590K 0.08% 168
2021
Q2 		$576K Buy
1,035
+295
+40% +$164K 0.03% 220
2021
Q1 		$363K Sell
740
-40
-5% -$19.7K 0.02% 250
2020
Q4 		$303K Buy
+780
New +$253K 0.02% 254

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

Chesley Taft & Associates's SIVB Position: Q1 2023 in Review

Chesley Taft & Associates sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,099 shares — an estimated $253K sold.

Chesley Taft & Associates first reported a position in SIVB in Q4 2020 and held it in 9 quarters. The position peaked at $1.67M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Chesley Taft & Associates reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Chesley Taft & Associates sold 1,099 SVB Financial Group shares in Q1 2023, an estimated $253K.
  • Chesley Taft & Associates first reported a position in SVB Financial Group in Q4 2020 and held it in 9 quarters.
  • Chesley Taft & Associates's SVB Financial Group position peaked at $1.67M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Chesley Taft & Associates's 13F filing for Q1 2023, filed 11 Apr 2023.