Farmers & Merchants Investments Inc’s SVB Financial Group SIVB Stock Holding History

Farmers & Merchants Investments Inc’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	-37	Closed	-$8.52K	–	1817
2022 Q4	$8.52K	Hold	37	–	–	﹤0.01%	690
2022 Q3	$12K	Buy	37 +7	+23%	+$2.82K	﹤0.01%	614
2022 Q2	$12K	Hold	30	–	–	﹤0.01%	654
2022 Q1	$17K	Buy	30 +1	+3%	+$607	﹤0.01%	617
2021 Q4	$20K	Hold	29	–	–	﹤0.01%	594
2021 Q3	$19K	Buy	29 +1	+4%	+$580	﹤0.01%	570
2021 Q2	$16K	Buy	28 +2	+8%	+$1.11K	﹤0.01%	531
2021 Q1	$13K	Hold	26	–	–	﹤0.01%	557
2020 Q4	$10K	Hold	26	–	–	﹤0.01%	615
2020 Q3	$6K	Hold	26	–	–	﹤0.01%	707
2020 Q2	$6K	Hold	26	–	–	﹤0.01%	699
2020 Q1	$4K	Hold	26	–	–	﹤0.01%	731
2019 Q4	$7K	Hold	26	–	–	﹤0.01%	696
2019 Q3	$5K	Hold	26	–	–	﹤0.01%	761
2019 Q2	$6K	Buy	26 +1	+4%	+$231	﹤0.01%	718
2019 Q1	$6K	Buy	25 +5	+25%	+$1.16K	﹤0.01%	704
2018 Q4	$4K	Hold	20	–	–	﹤0.01%	727
2018 Q3	$6K	Buy	20 +1	+5%	+$316	﹤0.01%	700
2018 Q2	$5K	Buy	+19	New	+$5.58K	﹤0.01%	733

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 Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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 Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

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

Farmers & Merchants Investments Inc's SIVB Position: Q1 2023 in Review

Farmers & Merchants Investments Inc sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 37 shares — an estimated $8.52K sold.

Farmers & Merchants Investments Inc first reported a position in SIVB in Q2 2018 and held it in 19 quarters. The position peaked at $20K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Farmers & Merchants Investments Inc reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 37 SVB Financial Group shares in Q1 2023, an estimated $8.52K.
Farmers & Merchants Investments Inc first reported a position in SVB Financial Group in Q2 2018 and held it in 19 quarters.
Farmers & Merchants Investments Inc's SVB Financial Group position peaked at $20K in Q4 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2023, filed 12 May 2023.