DZ Bank
SIVB

DZ Bank’s SVB Financial Group SIVB Stock Holding History

DZ Bank’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
2022
Q4 		– Sell
-1,206
Closed -$405K – 1120
2022
Q3 		$405K Sell
1,206
-2,412
-67% -$971K ﹤0.01% 791
2022
Q2 		$1.43M Buy
3,618
+785
+28% +$370K ﹤0.01% 668
2022
Q1 		$1.58M Sell
2,833
-10,883
-79% -$6.61M ﹤0.01% 665
2021
Q4 		$9.32M Sell
13,716
-645
-4% -$454K 0.01% 385
2021
Q3 		$9.29M Buy
14,361
+4,205
+41% +$2.44M 0.01% 384
2021
Q2 		$5.65M Sell
10,156
-237
-2% -$131K 0.01% 460
2021
Q1 		$5.13M Buy
+10,393
New +$5.11M 0.01% 451
2018
Q4 		– Sell
-265,206
Closed -$82.4M – 849
2018
Q3 		$82.4M Buy
265,206
+809
+0.3% +$255K 0.29% 95
2018
Q2 		$76.3M Sell
264,397
-3,586
-1% -$1.05M 0.28% 90
2018
Q1 		$64.3M Sell
267,983
-45,233
-14% -$11.4M 0.25% 106
2017
Q4 		$73.2M Buy
313,216
+37,235
+13% +$7.93M 0.28% 101
2017
Q3 		$51.6M Buy
275,981
+248,070
+889% +$43.6M 0.21% 111
2017
Q2 		$4.91M Buy
27,911
+15,511
+125% +$2.78M 0.02% 349
2017
Q1 		$2.31M Sell
12,400
-30,100
-71% -$5.47M 0.01% 468
2016
Q4 		$7.3M Buy
+42,500
New +$6.09M 0.04% 278

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank's SIVB Position: Q4 2022 in Review

DZ Bank sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 1,206 shares — an estimated $405K sold.

DZ Bank first reported a position in SIVB in Q4 2016 and held it in 15 quarters. The position peaked at $82.4M in Q3 2018. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • DZ Bank reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • DZ Bank sold 1,206 SVB Financial Group shares in Q4 2022, an estimated $405K.
  • DZ Bank first reported a position in SVB Financial Group in Q4 2016 and held it in 15 quarters.
  • DZ Bank's SVB Financial Group position peaked at $82.4M in Q3 2018.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on DZ Bank's 13F filing for Q4 2022, filed 14 Feb 2023.