Chevy Chase Trust
SIVB

Chevy Chase Trust’s SVB Financial Group SIVB Stock Holding History

Chevy Chase Trust’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
-33,995
Closed -$7.82M – 663
2022
Q4 		$7.82M Sell
33,995
-2,080
-6% -$517K 0.03% 417
2022
Q3 		$12.1M Buy
36,075
+534
+2% +$215K 0.05% 328
2022
Q2 		$14M Buy
35,541
+215
+0.6% +$101K 0.06% 297
2022
Q1 		$19.8M Buy
35,326
+125
+0.4% +$75.9K 0.07% 258
2021
Q4 		$23.9M Sell
35,201
-823
-2% -$580K 0.08% 232
2021
Q3 		$23.3M Buy
36,024
+1,404
+4% +$814K 0.08% 224
2021
Q2 		$19.3M Sell
34,620
-1,594
-4% -$884K 0.07% 269
2021
Q1 		$17.9M Sell
36,214
-1,082
-3% -$532K 0.06% 288
2020
Q4 		$14.5M Sell
37,296
-1,085
-3% -$352K 0.05% 318
2020
Q3 		$9.23M Sell
38,381
-3,070
-7% -$722K 0.04% 387
2020
Q2 		$8.93M Sell
41,451
-1,330
-3% -$256K 0.04% 392
2020
Q1 		$6.46M Sell
42,781
-309
-0.7% -$68K 0.03% 421
2019
Q4 		$10.8M Buy
43,090
+52
+0.1% +$11.8K 0.04% 406
2019
Q3 		$8.99M Sell
43,038
-638
-1% -$134K 0.04% 426
2019
Q2 		$9.81M Sell
43,676
-213
-0.5% -$49.3K 0.04% 406
2019
Q1 		$11M Buy
43,889
+78
+0.2% +$18.2K 0.05% 383
2018
Q4 		$8.32M Buy
43,811
+133
+0.3% +$32.5K 0.04% 420
2018
Q3 		$13.6M Sell
43,678
-879
-2% -$277K 0.06% 333
2018
Q2 		$12.9M Sell
44,557
-124
-0.3% -$36.4K 0.06% 345
2018
Q1 		$10.7M Buy
+44,681
New +$11.2M 0.05% 396

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

Chevy Chase Trust's SIVB Position: Q1 2023 in Review

Chevy Chase Trust sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 33,995 shares — an estimated $7.82M sold.

Chevy Chase Trust first reported a position in SIVB in Q1 2018 and held it in 20 quarters. The position peaked at $23.9M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Chevy Chase Trust reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Chevy Chase Trust sold 33,995 SVB Financial Group shares in Q1 2023, an estimated $7.82M.
  • Chevy Chase Trust first reported a position in SVB Financial Group in Q1 2018 and held it in 20 quarters.
  • Chevy Chase Trust's SVB Financial Group position peaked at $23.9M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Chevy Chase Trust's 13F filing for Q1 2023, filed 16 May 2023.