Daiwa Securities Group
SIVB

Daiwa Securities Group’s SVB Financial Group SIVB Stock Holding History

Daiwa Securities Group’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
-4,050
Closed -$932K – 1340
2022
Q4 		$932K Sell
4,050
-340
-8% -$84.5K 0.01% 672
2022
Q3 		$1.47M Buy
4,390
+52
+1% +$20.9K 0.01% 531
2022
Q2 		$1.71M Buy
4,338
+121
+3% +$57K 0.01% 497
2022
Q1 		$2.36M Sell
4,217
-270
-6% -$164K 0.01% 454
2021
Q4 		$3.04M Sell
4,487
-281
-6% -$198K 0.02% 394
2021
Q3 		$3.08M Buy
4,768
+307
+7% +$178K 0.02% 363
2021
Q2 		$2.48M Sell
4,461
-142
-3% -$78.8K 0.02% 392
2021
Q1 		$2.27M Sell
4,603
-813
-15% -$400K 0.02% 378
2020
Q4 		$2.1M Sell
5,416
-131
-2% -$42.4K 0.02% 376
2020
Q3 		$1.33M Buy
5,547
+51
+0.9% +$12K 0.01% 435
2020
Q2 		$402K Hold
5,496
– – 0.01% 611
2020
Q1 		$830K Sell
5,496
-287
-5% -$63.2K 0.01% 527
2019
Q4 		$1.45M Sell
5,783
-624
-10% -$142K 0.01% 427
2019
Q3 		$1.34M Sell
6,407
-147
-2% -$30.8K 0.01% 433
2019
Q2 		$1.47M Sell
6,554
-1,018
-13% -$235K 0.01% 404
2019
Q1 		$1.68M Sell
7,572
-1,029
-12% -$240K 0.01% 369
2018
Q4 		$1.63M Sell
8,601
-514
-6% -$126K 0.02% 353
2018
Q3 		$2.83M Sell
9,115
-2,201
-19% -$694K 0.02% 313
2018
Q2 		$3.27M Sell
11,316
-3,518
-24% -$1.03M 0.03% 302
2018
Q1 		$3.56M Buy
14,834
+444
+3% +$111K 0.03% 284
2017
Q4 		$3.36M Buy
14,390
+12,890
+859% +$2.75M 0.02% 294
2017
Q3 		$281K Hold
1,500
– – ﹤0.01% 724
2017
Q2 		$264K Buy
+1,500
New +$269K ﹤0.01% 705

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

Daiwa Securities Group's SIVB Position: Q1 2023 in Review

Daiwa Securities Group sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 4,050 shares — an estimated $932K sold.

Daiwa Securities Group first reported a position in SIVB in Q2 2017 and held it in 23 quarters. The position peaked at $3.56M in Q1 2018. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Daiwa Securities Group reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Daiwa Securities Group sold 4,050 SVB Financial Group shares in Q1 2023, an estimated $932K.
  • Daiwa Securities Group first reported a position in SVB Financial Group in Q2 2017 and held it in 23 quarters.
  • Daiwa Securities Group's SVB Financial Group position peaked at $3.56M in Q1 2018.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Daiwa Securities Group's 13F filing for Q1 2023, filed 2 May 2023.