Fidelity Investments
SIVB

Fidelity Investments’s SVB Financial Group SIVB Stock Holding History

Fidelity Investments’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
-126,954
Closed -$29.2M – 5683
2022
Q4 		$29.2M Sell
126,954
-203,527
-62% -$50.6M ﹤0.01% 1471
2022
Q3 		$111M Buy
330,481
+83,086
+34% +$33.4M 0.01% 921
2022
Q2 		$97.7M Sell
247,395
-82,583
-25% -$38.9M 0.01% 984
2022
Q1 		$185M Sell
329,978
-463,323
-58% -$281M 0.01% 816
2021
Q4 		$538M Buy
793,301
+247,063
+45% +$174M 0.04% 435
2021
Q3 		$353M Buy
546,238
+449,281
+463% +$261M 0.03% 557
2021
Q2 		$53.9M Sell
96,957
-27,215
-22% -$15.1M ﹤0.01% 1388
2021
Q1 		$61.3M Buy
124,172
+71,878
+137% +$35.3M 0.01% 1299
2020
Q4 		$20.3M Sell
52,294
-349
-0.7% -$113K ﹤0.01% 1710
2020
Q3 		$12.7M Sell
52,643
-932
-2% -$219K ﹤0.01% 1750
2020
Q2 		$11.5M Sell
53,575
-9,521
-15% -$1.83M ﹤0.01% 1763
2020
Q1 		$9.53M Buy
63,096
+21,832
+53% +$4.81M ﹤0.01% 1707
2019
Q4 		$10.4M Sell
41,264
-21,676
-34% -$4.93M ﹤0.01% 1832
2019
Q3 		$13.2M Buy
62,940
+25,928
+70% +$5.43M ﹤0.01% 1735
2019
Q2 		$8.31M Buy
37,012
+20,869
+129% +$4.83M ﹤0.01% 1949
2019
Q1 		$3.59M Sell
16,143
-688
-4% -$160K ﹤0.01% 2160
2018
Q4 		$3.2M Sell
16,831
-6,086
-27% -$1.49M ﹤0.01% 2171
2018
Q3 		$7.12M Sell
22,917
-11,082
-33% -$3.5M ﹤0.01% 2041
2018
Q2 		$9.82M Buy
33,999
+14,193
+72% +$4.17M ﹤0.01% 1945
2018
Q1 		$4.75M Sell
19,806
-18,922
-49% -$4.75M ﹤0.01% 2176
2017
Q4 		$9.05M Sell
38,728
-122,851
-76% -$26.2M ﹤0.01% 1983
2017
Q3 		$30.2M Sell
161,579
-166,206
-51% -$29.2M ﹤0.01% 1541
2017
Q2 		$57.6M Sell
327,785
-534,769
-62% -$95.8M 0.01% 1235
2017
Q1 		$161M Buy
862,554
+96,425
+13% +$17.5M 0.02% 791
2016
Q4 		$132M Buy
766,129
+504,929
+193% +$72.4M 0.02% 851
2016
Q3 		$28.9M Buy
261,200
+116,850
+81% +$12.2M ﹤0.01% 1524
2016
Q2 		$13.7M Buy
144,350
+13,300
+10% +$1.36M ﹤0.01% 1832
2016
Q1 		$13.4M Sell
131,050
-17,530
-12% -$1.7M ﹤0.01% 1837
2015
Q4 		$17.7M Buy
148,580
+117,500
+378% +$14.6M ﹤0.01% 1737
2015
Q3 		$3.59M Sell
31,080
-591,928
-95% -$79.3M ﹤0.01% 2270
2015
Q2 		$89.7M Buy
623,008
+584,606
+1,522% +$79M 0.01% 1082
2015
Q1 		$4.88M Buy
38,402
+14,217
+59% +$1.7M ﹤0.01% 2228
2014
Q4 		$2.81M Sell
24,185
-13,000
-35% -$1.42M ﹤0.01% 2367
2014
Q3 		$4.17M Buy
37,185
+16,000
+76% +$1.78M ﹤0.01% 2273
2014
Q2 		$2.47M Sell
21,185
-8,815
-29% -$983K ﹤0.01% 2373
2014
Q1 		$3.86M Sell
30,000
-163,800
-85% -$19.1M ﹤0.01% 2260
2013
Q4 		$20.3M Sell
193,800
-156,200
-45% -$15.3M ﹤0.01% 1707
2013
Q3 		$30.2M Sell
350,000
-363,555
-51% -$31.4M ﹤0.01% 1521
2013
Q2 		$59.5M Buy
+713,555
New +$52.2M 0.01% 1162

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 $8.74B AUM 14.62% 1-Year Est. Return

Fidelity Investments's SIVB Position: Q1 2023 in Review

Fidelity Investments sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 126,954 shares — an estimated $29.2M sold.

Fidelity Investments first reported a position in SIVB in Q2 2013 and held it in 39 quarters. The position peaked at $538M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Fidelity Investments reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Fidelity Investments sold 126,954 SVB Financial Group shares in Q1 2023, an estimated $29.2M.
  • Fidelity Investments first reported a position in SVB Financial Group in Q2 2013 and held it in 39 quarters.
  • Fidelity Investments's SVB Financial Group position peaked at $538M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Fidelity Investments's 13F filing for Q1 2023, filed 11 May 2023.