Connor, Clark & Lunn Investment Management (CC&L)
SIVB

Connor, Clark & Lunn Investment Management (CC&L)’s SVB Financial Group SIVB Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
-12,021
Closed -$2.77M – 1525
2022
Q4 		$2.77M Buy
12,021
+9,571
+391% +$2.38M 0.02% 470
2022
Q3 		$823K Sell
2,450
-8,591
-78% -$3.46M 0.01% 698
2022
Q2 		$4.36M Buy
+11,041
New +$5.2M 0.03% 335
2021
Q2 		– Sell
-8,166
Closed -$4.03M – 1174
2021
Q1 		$4.03M Buy
8,166
+5,760
+239% +$2.83M 0.02% 407
2020
Q4 		$933K Buy
+2,406
New +$780K 0.01% 640
2020
Q1 		– Sell
-11,025
Closed -$2.77M – 1251
2019
Q4 		$2.77M Sell
11,025
-24,500
-69% -$5.57M 0.02% 358
2019
Q3 		$7.42M Buy
35,525
+17,925
+102% +$3.76M 0.05% 207
2019
Q2 		$3.95M Buy
17,600
+14,400
+450% +$3.33M 0.03% 320
2019
Q1 		$712K Sell
3,200
-4,050
-56% -$943K ﹤0.01% 603
2018
Q4 		$1.38M Sell
7,250
-18,000
-71% -$4.4M 0.01% 482
2018
Q3 		$7.85M Buy
25,250
+17,125
+211% +$5.4M 0.04% 247
2018
Q2 		$2.35M Buy
+8,125
New +$2.39M 0.01% 442
2016
Q3 		– Sell
-4,200
Closed -$400K – 978
2016
Q2 		$400K Buy
+4,200
New +$430K ﹤0.01% 626

Other funds holding SIVB

TAMH
Taikang Asset Management (HK) Hong Kong $1.1B AUM 50.43% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 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

Connor, Clark & Lunn Investment Management (CC&L)'s SIVB Position: Q1 2023 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 12,021 shares — an estimated $2.77M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SIVB in Q2 2016 and held it in 13 quarters. The position peaked at $7.85M in Q3 2018. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 12,021 SVB Financial Group shares in Q1 2023, an estimated $2.77M.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SVB Financial Group in Q2 2016 and held it in 13 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s SVB Financial Group position peaked at $7.85M in Q3 2018.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2023, filed 10 May 2023.