FORA Capital’s SVB Financial Group SIVB Stock Holding History

FORA Capital’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	-11,715	Closed	-$2.7M	–	750
2022 Q4	$2.7M	Buy	+11,715	New	+$2.91M	0.44%	60
2022 Q3	–	Sell	-3,660	Closed	-$1.45M	–	634
2022 Q2	$1.45M	Buy	+3,660	New	+$1.72M	0.29%	111
2021 Q4	–	Sell	-1,489	Closed	-$963K	–	516
2021 Q3	$963K	Buy	1,489 +849	+133%	+$492K	0.24%	124
2021 Q2	$356K	Sell	640 -1,548	-71%	-$859K	0.07%	329
2021 Q1	$1.08M	Buy	+2,188	New	+$1.08M	0.35%	57
2020 Q4	–	Sell	-945	Closed	-$227K	–	1214
2020 Q3	$227K	Buy	+945	New	+$222K	0.15%	153

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 $1.59B 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

FORA Capital's SIVB Position: Q1 2023 in Review

FORA Capital sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 11,715 shares — an estimated $2.7M sold.

FORA Capital first reported a position in SIVB in Q3 2020 and held it in 6 quarters. The position peaked at $2.7M in Q4 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

FORA Capital reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
FORA Capital sold 11,715 SVB Financial Group shares in Q1 2023, an estimated $2.7M.
FORA Capital first reported a position in SVB Financial Group in Q3 2020 and held it in 6 quarters.
FORA Capital's SVB Financial Group position peaked at $2.7M in Q4 2022.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on FORA Capital's 13F filing for Q1 2023, filed 12 May 2023.