Federated Hermes
SIVB

Federated Hermes’s SVB Financial Group SIVB Stock Holding History

Federated Hermes’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
-148,324
Closed -$34.1M – 2328
2022
Q4 		$34.1M Buy
148,324
+148,212
+132,332% +$36.8M 0.09% 273
2022
Q3 		$38K Sell
112
-25
-18% -$10.1K ﹤0.01% 1707
2022
Q2 		$54K Sell
137
-21,848
-99% -$10.3M ﹤0.01% 1669
2022
Q1 		$12.3M Buy
21,985
+21,540
+4,840% +$13.1M 0.03% 553
2021
Q4 		$301K Buy
445
+12
+3% +$8.45K ﹤0.01% 1576
2021
Q3 		$280K Buy
433
+250
+137% +$145K ﹤0.01% 1607
2021
Q2 		$102K Sell
183
-446
-71% -$247K ﹤0.01% 1787
2021
Q1 		$311K Sell
629
-276
-30% -$136K ﹤0.01% 1641
2020
Q4 		$351K Sell
905
-64
-7% -$20.7K ﹤0.01% 1607
2020
Q3 		$234K Buy
969
+431
+80% +$101K ﹤0.01% 1633
2020
Q2 		$117K Sell
538
-69
-11% -$13.3K ﹤0.01% 1689
2020
Q1 		$92K Sell
607
-70
-10% -$15.4K ﹤0.01% 1659
2019
Q4 		$170K Sell
677
-157
-19% -$35.7K ﹤0.01% 1623
2019
Q3 		$174K Buy
+834
New +$175K ﹤0.01% 1600
2019
Q2 		– Sell
-66
Closed -$15K – 2293
2019
Q1 		$15K Buy
66
+53
+408% +$12.3K ﹤0.01% 1819
2018
Q4 		$2K Sell
13
-23,958
-100% -$5.86M ﹤0.01% 2110
2018
Q3 		$7.45M Sell
23,971
-23,132
-49% -$7.3M 0.02% 681
2018
Q2 		$13.6M Buy
47,103
+46,179
+4,998% +$13.6M 0.04% 350
2018
Q1 		$222K Sell
924
-20,940
-96% -$5.26M ﹤0.01% 1504
2017
Q4 		$5.11M Sell
21,864
-5,646
-21% -$1.2M 0.01% 608
2017
Q3 		$5.15M Buy
27,510
+2,359
+9% +$415K 0.01% 565
2017
Q2 		$4.42M Sell
25,151
-1,795
-7% -$322K 0.01% 615
2017
Q1 		$5.01M Sell
26,946
-684
-2% -$124K 0.01% 583
2016
Q4 		$4.74M Sell
27,630
-391
-1% -$56.1K 0.01% 574
2016
Q3 		$3.1M Sell
28,021
-947
-3% -$98.6K 0.01% 697
2016
Q2 		$2.76M Sell
28,968
-114,759
-80% -$11.7M 0.01% 723
2016
Q1 		$14.7M Buy
143,727
+114,394
+390% +$11.1M 0.05% 339
2015
Q4 		$3.49M Sell
29,333
-14,568
-33% -$1.81M 0.01% 681
2015
Q3 		$5.07M Buy
43,901
+11,249
+34% +$1.51M 0.02% 551
2015
Q2 		$4.7M Sell
32,652
-2,354
-7% -$318K 0.01% 628
2015
Q1 		$4.45M Buy
35,006
+267
+0.8% +$31.9K 0.01% 644
2014
Q4 		$4.03M Sell
34,739
-588
-2% -$64.1K 0.01% 694
2014
Q3 		$3.96M Buy
35,327
+840
+2% +$93.2K 0.01% 720
2014
Q2 		$4.02M Buy
34,487
+5,422
+19% +$605K 0.01% 718
2014
Q1 		$3.74M Sell
29,065
-5,240
-15% -$612K 0.01% 728
2013
Q4 		$3.6M Sell
34,305
-1,439
-4% -$141K 0.01% 715
2013
Q3 		$3.09M Buy
35,744
+312
+0.9% +$27K 0.01% 752
2013
Q2 		$2.95M Buy
+35,432
New +$2.59M 0.01% 741

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 $1.52B AUM 21.38% 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 $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Federated Hermes's SIVB Position: Q1 2023 in Review

Federated Hermes sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 148,324 shares — an estimated $34.1M sold.

Federated Hermes first reported a position in SIVB in Q2 2013 and held it in 38 quarters. The position peaked at $34.1M in Q4 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Federated Hermes reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Federated Hermes sold 148,324 SVB Financial Group shares in Q1 2023, an estimated $34.1M.
  • Federated Hermes first reported a position in SVB Financial Group in Q2 2013 and held it in 38 quarters.
  • Federated Hermes's SVB Financial Group position peaked at $34.1M in Q4 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Federated Hermes's 13F filing for Q1 2023, filed 8 May 2023.