Citigroup
SIVB

Citigroup’s SVB Financial Group SIVB Stock Holding History

Citigroup’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
2020
Q4 		– Sell
-4,700
Closed -$1.13M – 7845
2020
Q3 		$1.13M Sell
4,700
-900
-16% -$212K ﹤0.01% 3160
2020
Q2 		$1.21M Buy
5,600
+1,000
+22% +$193K ﹤0.01% 3356
2020
Q1 		$695K Buy
4,600
+3,400
+283% +$748K ﹤0.01% 3553
2019
Q4 		$301K Sell
1,200
-4,700
-80% -$1.07M ﹤0.01% 4850
2019
Q3 		$1.23M Buy
5,900
+5,300
+883% +$1.11M ﹤0.01% 3402
2019
Q2 		$135K Buy
600
+100
+20% +$23.1K ﹤0.01% 5603
2019
Q1 		$111K Sell
500
-500
-50% -$116K ﹤0.01% 5650
2018
Q4 		$190K Buy
+1,000
New +$245K ﹤0.01% 5070

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

Citigroup's SIVB Position: Q1 2023 in Review

Citigroup sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 45,853 shares — an estimated $10.6M sold.

Citigroup first reported a position in SIVB in Q2 2013 and held it in 39 quarters. The position peaked at $36M in Q1 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Citigroup reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Citigroup sold 45,853 SVB Financial Group shares in Q1 2023, an estimated $10.6M.
  • Citigroup first reported a position in SVB Financial Group in Q2 2013 and held it in 39 quarters.
  • Citigroup's SVB Financial Group position peaked at $36M in Q1 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Citigroup's 13F filing for Q1 2023, filed 11 May 2023.