EOJOAM
SIVB

E. Ohman J:or Asset Management’s SVB Financial Group SIVB Stock Holding History

E. Ohman J:or Asset Management’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
Q2 		– Sell
-2,700
Closed – – 439
2023
Q1 		$0 Sell
2,700
-50,827
-95% -$14.3M ﹤0.01% 440
2022
Q4 		$12.3M Buy
53,527
+22,847
+74% +$5.68M 0.54% 46
2022
Q3 		$10.3M Sell
30,680
-6,110
-17% -$2.46M 0.47% 44
2022
Q2 		$14.5M Sell
36,790
-1,150
-3% -$542K 0.63% 40
2022
Q1 		$21.2M Sell
37,940
-10,760
-22% -$6.53M 0.71% 38
2021
Q4 		$33M Sell
48,700
-9,277
-16% -$6.54M 0.95% 32
2021
Q3 		$37.5M Sell
57,977
-750
-1% -$435K 1.18% 23
2021
Q2 		$32.7M Buy
58,727
+2,500
+4% +$1.39M 1.02% 29
2021
Q1 		$27.8M Sell
56,227
-18,629
-25% -$9.16M 1% 28
2020
Q4 		$29M Sell
74,856
-18,399
-20% -$5.96M 1.18% 26
2020
Q3 		$22.4M Buy
93,255
+92,155
+8,378% +$21.7M 1.11% 26
2020
Q2 		$237K Hold
1,100
– – 0.01% 378
2020
Q1 		$166K Hold
1,100
– – 0.01% 382
2019
Q4 		$276K Sell
1,100
-500
-31% -$114K 0.02% 385
2019
Q3 		$334K Hold
1,600
– – 0.02% 304
2019
Q2 		$359K Hold
1,600
– – 0.02% 286
2019
Q1 		$356K Hold
1,600
– – 0.02% 289
2018
Q4 		$304K Hold
1,600
– – 0.02% 306
2018
Q3 		$497K Hold
1,600
– – 0.03% 256
2018
Q2 		$462K Buy
1,600
+400
+33% +$118K 0.03% 264
2018
Q1 		$288K Sell
1,200
-500
-29% -$125K 0.02% 377
2017
Q4 		$397K Hold
1,700
– – 0.03% 314
2017
Q3 		$318K Hold
1,700
– – 0.03% 337
2017
Q2 		$299K Buy
+1,700
New +$305K 0.03% 346

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

E. Ohman J:or Asset Management's SIVB Position: Q2 2023 in Review

E. Ohman J:or Asset Management sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 2,700 shares.

E. Ohman J:or Asset Management first reported a position in SIVB in Q2 2017 and held it in 24 quarters. The position peaked at $37.5M in Q3 2021. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • E. Ohman J:or Asset Management reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • E. Ohman J:or Asset Management sold 2,700 SVB Financial Group shares in Q2 2023.
  • E. Ohman J:or Asset Management first reported a position in SVB Financial Group in Q2 2017 and held it in 24 quarters.
  • E. Ohman J:or Asset Management's SVB Financial Group position peaked at $37.5M in Q3 2021.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2023, filed 5 Apr 2024.