DT
SIVB

Diversified Trust’s SVB Financial Group SIVB Stock Holding History

Diversified 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
-3,619
Closed -$833K – 932
2022
Q4 		$833K Buy
3,619
+1,833
+103% +$455K 0.03% 281
2022
Q3 		$600K Buy
1,786
+354
+25% +$142K 0.03% 328
2022
Q2 		$566K Sell
1,432
-1
-0.1% -$471 0.02% 354
2022
Q1 		$802K Buy
1,433
+150
+12% +$91K 0.03% 311
2021
Q4 		$870K Sell
1,283
-112
-8% -$78.9K 0.03% 294
2021
Q3 		$902K Hold
1,395
– – 0.03% 252
2021
Q2 		$776K Hold
1,395
– – 0.03% 284
2021
Q1 		$689K Sell
1,395
-331
-19% -$163K 0.03% 286
2020
Q4 		$669K Buy
1,726
+81
+5% +$26.2K 0.03% 270
2020
Q3 		$396K Hold
1,645
– – 0.02% 365
2020
Q2 		$355K Sell
1,645
-599
-27% -$115K 0.02% 336
2020
Q1 		$339K Buy
2,244
+413
+23% +$90.9K 0.02% 277
2019
Q4 		$460K Buy
1,831
+60
+3% +$13.6K 0.02% 258
2019
Q3 		$370K Hold
1,771
– – 0.02% 235
2019
Q2 		$398K Buy
1,771
+350
+25% +$80.9K 0.02% 235
2019
Q1 		$316K Hold
1,421
– – 0.02% 258
2018
Q4 		$270K Buy
+1,421
New +$347K 0.02% 262
2013
Q4 		$241K Buy
+2,300
New +$225K 0.02% 427

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

Diversified Trust's SIVB Position: Q1 2023 in Review

Diversified Trust sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 3,619 shares — an estimated $833K sold.

Diversified Trust first reported a position in SIVB in Q4 2013 and held it in 18 quarters. The position peaked at $902K in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Diversified Trust reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Diversified Trust sold 3,619 SVB Financial Group shares in Q1 2023, an estimated $833K.
  • Diversified Trust first reported a position in SVB Financial Group in Q4 2013 and held it in 18 quarters.
  • Diversified Trust's SVB Financial Group position peaked at $902K in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Diversified Trust's 13F filing for Q1 2023, filed 7 Apr 2023.