EIM
SIVB

Essex Investment Management’s SVB Financial Group SIVB Stock Holding History

Essex Investment 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
Q1 		– Sell
-6,284
Closed -$1.45M – 433
2022
Q4 		$1.45M Buy
6,284
+3,558
+131% +$884K 0.23% 142
2022
Q3 		$915K Hold
2,726
– – 0.15% 202
2022
Q2 		$1.08M Sell
2,726
-114
-4% -$53.7K 0.17% 178
2022
Q1 		$1.59M Sell
2,840
-160
-5% -$97.1K 0.2% 159
2021
Q4 		$2.04M Sell
3,000
-4,400
-59% -$3.1M 0.23% 136
2021
Q3 		$4.79M Hold
7,400
– – 0.59% 42
2021
Q2 		$4.12M Hold
7,400
– – 0.48% 62
2021
Q1 		$3.65M Sell
7,400
-4,100
-36% -$2.02M 0.45% 63
2020
Q4 		$4.46M Buy
+11,500
New +$3.73M 0.55% 47
2020
Q1 		– Sell
-15,000
Closed -$3.77M – 509
2019
Q4 		$3.77M Buy
15,000
+10,500
+233% +$2.39M 0.46% 52
2019
Q3 		$940K Sell
4,500
-7,340
-62% -$1.54M 0.14% 221
2019
Q2 		$2.66M Buy
+11,840
New +$2.74M 0.36% 77
2019
Q1 		– Sell
-6,318
Closed -$1.2M – 537
2018
Q4 		$1.2M Sell
6,318
-9,158
-59% -$2.24M 0.19% 163
2018
Q3 		$4.81M Buy
15,476
+4,978
+47% +$1.57M 0.57% 41
2018
Q2 		$3.03M Sell
10,498
-16,171
-61% -$4.75M 0.38% 80
2018
Q1 		$6.4M Buy
26,669
+6,358
+31% +$1.6M 0.84% 28
2017
Q4 		$4.75M Buy
20,311
+4,670
+30% +$995K 0.63% 34
2017
Q3 		$2.93M Sell
15,641
-14,519
-48% -$2.55M 0.4% 61
2017
Q2 		$5.3M Buy
30,160
+868
+3% +$155K 0.76% 27
2017
Q1 		$5.45M Buy
29,292
+5,701
+24% +$1.04M 0.85% 24
2016
Q4 		$4.05M Buy
+23,591
New +$3.38M 0.67% 36
2016
Q3 		– Sell
-27,384
Closed -$2.61M – 373
2016
Q2 		$2.61M Buy
27,384
+21,864
+396% +$2.24M 0.43% 60
2016
Q1 		$563K Sell
5,520
-16,709
-75% -$1.62M 0.1% 212
2015
Q4 		$2.64M Sell
22,229
-146
-0.7% -$18.1K 0.41% 58
2015
Q3 		$2.58M Hold
22,375
– – 0.42% 54
2015
Q2 		$3.22M Buy
22,375
+15
+0.1% +$2.03K 0.49% 56
2015
Q1 		$2.84M Buy
22,360
+94
+0.4% +$11.2K 0.4% 74
2014
Q4 		$2.58M Hold
22,266
– – 0.38% 71
2014
Q3 		$2.5M Hold
22,266
– – 0.38% 75
2014
Q2 		$2.6M Sell
22,266
-25,000
-53% -$2.79M 0.38% 68
2014
Q1 		$6.09M Hold
47,266
– – 0.89% 24
2013
Q4 		$4.96M Sell
47,266
-811
-2% -$79.4K 0.7% 36
2013
Q3 		$4.15M Buy
48,077
+4,267
+10% +$369K 0.63% 40
2013
Q2 		$3.65M Buy
+43,810
New +$3.21M 0.64% 41

Other funds holding SIVB

TAMH
Taikang Asset Management (HK) Hong Kong $1.1B AUM 50.43% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 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

Essex Investment Management's SIVB Position: Q1 2023 in Review

Essex Investment Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 6,284 shares — an estimated $1.45M sold.

Essex Investment Management first reported a position in SIVB in Q2 2013 and held it in 34 quarters. The position peaked at $6.4M in Q1 2018. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Essex Investment Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Essex Investment Management sold 6,284 SVB Financial Group shares in Q1 2023, an estimated $1.45M.
  • Essex Investment Management first reported a position in SVB Financial Group in Q2 2013 and held it in 34 quarters.
  • Essex Investment Management's SVB Financial Group position peaked at $6.4M in Q1 2018.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Essex Investment Management's 13F filing for Q1 2023, filed 4 May 2023.