DG
SIVB

DMC Group’s SVB Financial Group SIVB Stock Holding History

DMC 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
-1,920
Closed -$432K – 124
2022
Q4 		$432K Buy
1,920
+279
+17% +$69.3K 0.49% 68
2022
Q3 		$582K Buy
1,641
+88
+6% +$35.4K 0.7% 44
2022
Q2 		$620K Buy
1,553
+25
+2% +$11.8K 0.73% 42
2022
Q1 		$827K Sell
1,528
-856
-36% -$520K 0.93% 31
2021
Q4 		$1.29M Buy
+2,384
New +$1.68M 1.12% 22

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

DMC Group's SIVB Position: Q1 2023 in Review

DMC Group sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,920 shares — an estimated $432K sold.

DMC Group first reported a position in SIVB in Q4 2021 and held it in 5 quarters. The position peaked at $1.29M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • DMC Group reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • DMC Group sold 1,920 SVB Financial Group shares in Q1 2023, an estimated $432K.
  • DMC Group first reported a position in SVB Financial Group in Q4 2021 and held it in 5 quarters.
  • DMC Group's SVB Financial Group position peaked at $1.29M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on DMC Group's 13F filing for Q1 2023, filed 24 Apr 2023.