Ensign Peak Advisors
SIVB

Ensign Peak Advisors’s SVB Financial Group SIVB Stock Holding History

Ensign Peak Advisors’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
-413,220
Closed -$95.1M – 1808
2022
Q4 		$95.1M Buy
413,220
+276,332
+202% +$68.6M 0.21% 103
2022
Q3 		$46M Sell
136,888
-48,020
-26% -$19.3M 0.11% 164
2022
Q2 		$73M Sell
184,908
-37,782
-17% -$17.8M 0.17% 115
2022
Q1 		$125M Sell
222,690
-25,806
-10% -$15.7M 0.25% 94
2021
Q4 		$169M Sell
248,496
-27,200
-10% -$19.2M 0.32% 75
2021
Q3 		$178M Buy
275,696
+16,220
+6% +$9.41M 0.37% 72
2021
Q2 		$144M Buy
259,476
+22,316
+9% +$12.4M 0.29% 90
2021
Q1 		$117M Buy
237,160
+36,336
+18% +$17.9M 0.25% 102
2020
Q4 		$77.9M Buy
200,824
+20,393
+11% +$6.61M 0.18% 125
2020
Q3 		$43.4M Buy
180,431
+39,651
+28% +$9.33M 0.11% 158
2020
Q2 		$30.3M Buy
140,780
+52,105
+59% +$10M 0.08% 203
2020
Q1 		$13.4M Sell
88,675
-45,438
-34% -$10M 0.04% 304
2019
Q4 		$33.7M Buy
+134,113
New +$30.5M 0.09% 198

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

Ensign Peak Advisors's SIVB Position: Q1 2023 in Review

Ensign Peak Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 413,220 shares — an estimated $95.1M sold.

Ensign Peak Advisors first reported a position in SIVB in Q4 2019 and held it in 13 quarters. The position peaked at $178M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Ensign Peak Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Ensign Peak Advisors sold 413,220 SVB Financial Group shares in Q1 2023, an estimated $95.1M.
  • Ensign Peak Advisors first reported a position in SVB Financial Group in Q4 2019 and held it in 13 quarters.
  • Ensign Peak Advisors's SVB Financial Group position peaked at $178M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Ensign Peak Advisors's 13F filing for Q1 2023, filed 15 May 2023.