CGH
SIVB

Crossmark Global Holdings’s SVB Financial Group SIVB Stock Holding History

Crossmark Global Holdings’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
-2,683
Closed -$618K – 1328
2022
Q4 		$618K Sell
2,683
-10
-0.4% -$2.48K 0.02% 706
2022
Q3 		$904K Buy
2,693
+11
+0.4% +$4.43K 0.03% 571
2022
Q2 		$1.06M Sell
2,682
-150
-5% -$70.7K 0.03% 551
2022
Q1 		$1.58M Buy
2,832
+52
+2% +$31.6K 0.04% 483
2021
Q4 		$1.89M Sell
2,780
-4,983
-64% -$3.51M 0.04% 433
2021
Q3 		$5.02M Sell
7,763
-363
-4% -$210K 0.12% 194
2021
Q2 		$4.52M Sell
8,126
-405
-5% -$225K 0.11% 205
2021
Q1 		$4.21M Sell
8,531
-1,057
-11% -$520K 0.1% 211
2020
Q4 		$3.72M Buy
9,588
+7,081
+282% +$2.29M 0.09% 236
2020
Q3 		$603K Buy
2,507
+141
+6% +$33.2K 0.02% 692
2020
Q2 		$510K Sell
2,366
-1
-0% -$193 0.01% 745
2020
Q1 		$358K Sell
2,367
-95
-4% -$20.9K 0.01% 768
2019
Q4 		$618K Sell
2,462
-5,512
-69% -$1.25M 0.02% 712
2019
Q3 		$1.67M Sell
7,974
-358
-4% -$75K 0.05% 408
2019
Q2 		$1.87M Sell
8,332
-539
-6% -$125K 0.05% 400
2019
Q1 		$1.97M Sell
8,871
-278
-3% -$64.7K 0.06% 380
2018
Q4 		$1.74M Buy
9,149
+3,950
+76% +$966K 0.05% 388
2018
Q3 		$1.62M Sell
5,199
-204
-4% -$64.4K 0.04% 468
2018
Q2 		$1.56M Hold
5,403
– – 0.04% 464
2018
Q1 		$1.3M Sell
5,403
-681
-11% -$171K 0.03% 525
2017
Q4 		$1.42M Buy
6,084
+103
+2% +$21.9K 0.03% 532
2017
Q3 		$1.12M Buy
+5,981
New +$1.05M 0.03% 583
2016
Q3 		$1.12M Buy
+5,981
New +$623K 0.03% 583

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

Crossmark Global Holdings's SIVB Position: Q1 2023 in Review

Crossmark Global Holdings sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 2,683 shares — an estimated $618K sold.

Crossmark Global Holdings first reported a position in SIVB in Q3 2016 and held it in 23 quarters. The position peaked at $5.02M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Crossmark Global Holdings reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Crossmark Global Holdings sold 2,683 SVB Financial Group shares in Q1 2023, an estimated $618K.
  • Crossmark Global Holdings first reported a position in SVB Financial Group in Q3 2016 and held it in 23 quarters.
  • Crossmark Global Holdings's SVB Financial Group position peaked at $5.02M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Crossmark Global Holdings's 13F filing for Q1 2023, filed 12 May 2023.