First Manhattan’s SVB Financial Group SIVB Stock Holding History

First Manhattan’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	-3,014	Closed	-$694K	–	1763
2022 Q4	$694K	Buy	3,014 +214	+8%	+$53.2K	﹤0.01%	459
2022 Q3	$940K	Buy	2,800 +150	+6%	+$60.4K	﹤0.01%	421
2022 Q2	$1.05M	Buy	2,650 +75	+3%	+$35.3K	﹤0.01%	407
2022 Q1	$1.44M	Buy	2,575 +340	+15%	+$206K	﹤0.01%	403
2021 Q4	$1.51M	Buy	2,235 +35	+2%	+$24.7K	0.01%	383
2021 Q3	$1.42M	Hold	2,200	–	–	0.01%	379
2021 Q2	$1.22M	Hold	2,200	–	–	﹤0.01%	407
2021 Q1	$1.09M	Sell	2,200 -225	-9%	-$111K	﹤0.01%	409
2020 Q4	$940K	Hold	2,425	–	–	﹤0.01%	404
2020 Q3	$583K	Hold	2,425	–	–	﹤0.01%	464
2020 Q2	$522K	Hold	2,425	–	–	﹤0.01%	485
2020 Q1	$366K	Sell	2,425 -50	-2%	-$11K	﹤0.01%	517
2019 Q4	$621K	Sell	2,475 -250	-9%	-$56.8K	﹤0.01%	492
2019 Q3	$569K	Hold	2,725	–	–	﹤0.01%	506
2019 Q2	$612K	Buy	2,725 +250	+10%	+$57.8K	﹤0.01%	520
2019 Q1	$550K	Hold	2,475	–	–	﹤0.01%	543
2018 Q4	$470K	Hold	2,475	–	–	﹤0.01%	568
2018 Q3	$769K	Hold	2,475	–	–	﹤0.01%	506
2018 Q2	$714K	Sell	2,475 -250	-9%	-$73.5K	﹤0.01%	501
2018 Q1	$654K	Buy	2,725 +50	+2%	+$12.6K	﹤0.01%	495
2017 Q4	$625K	Buy	2,675 +250	+10%	+$53.3K	﹤0.01%	519
2017 Q3	$453K	Hold	2,425	–	–	﹤0.01%	551
2017 Q2	$426K	Hold	2,425	–	–	﹤0.01%	550
2017 Q1	$451K	Hold	2,425	–	–	﹤0.01%	547
2016 Q4	$416K	Sell	2,425 -575	-19%	-$82.4K	﹤0.01%	534
2016 Q3	$331K	Hold	3,000	–	–	﹤0.01%	577
2016 Q2	$285K	Hold	3,000	–	–	﹤0.01%	616
2016 Q1	$306K	Hold	3,000	–	–	﹤0.01%	585
2015 Q4	$356K	Hold	3,000	–	–	﹤0.01%	565
2015 Q3	$346K	Hold	3,000	–	–	﹤0.01%	567
2015 Q2	$431K	Hold	3,000	–	–	﹤0.01%	544
2015 Q1	$381K	Hold	3,000	–	–	﹤0.01%	567
2014 Q4	$348K	Hold	3,000	–	–	﹤0.01%	591
2014 Q3	$336K	Hold	3,000	–	–	﹤0.01%	591
2014 Q2	$349K	Hold	3,000	–	–	﹤0.01%	579
2014 Q1	$386K	Hold	3,000	–	–	﹤0.01%	559
2013 Q4	$314K	Hold	3,000	–	–	﹤0.01%	591
2013 Q3	$259K	Hold	3,000	–	–	﹤0.01%	622
2013 Q2	$263K	Buy	+3,000	New	+$219K	﹤0.01%	619

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

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 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 $149M AUM 29.38% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

First Manhattan's SIVB Position: Q1 2023 in Review

First Manhattan sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 3,014 shares — an estimated $694K sold.

First Manhattan first reported a position in SIVB in Q2 2013 and held it in 39 quarters. The position peaked at $1.51M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

First Manhattan reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
First Manhattan sold 3,014 SVB Financial Group shares in Q1 2023, an estimated $694K.
First Manhattan first reported a position in SVB Financial Group in Q2 2013 and held it in 39 quarters.
First Manhattan's SVB Financial Group position peaked at $1.51M in Q4 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on First Manhattan's 13F filing for Q1 2023, filed 15 May 2023.