FAM
SIVB

Fred Alger Management’s SVB Financial Group SIVB Stock Holding History

Fred Alger Management’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
-1,747
Closed -$402K – 586
2022
Q4 		$402K Sell
1,747
-18,150
-91% -$4.51M ﹤0.01% 407
2022
Q3 		$6.68M Sell
19,897
-175,757
-90% -$70.7M 0.03% 232
2022
Q2 		$77.3M Buy
+195,654
New +$92.2M 0.36% 85
2022
Q1 		– Sell
-6,430
Closed -$4.36M – 574
2021
Q4 		$4.36M Sell
6,430
-5,074
-44% -$3.57M 0.01% 311
2021
Q3 		$7.44M Buy
11,504
+6,728
+141% +$3.9M 0.02% 264
2021
Q2 		$2.66M Sell
4,776
-20
-0.4% -$11.1K 0.01% 337
2021
Q1 		$2.37M Sell
4,796
-10,019
-68% -$4.93M 0.01% 337
2020
Q4 		$5.75M Buy
14,815
+7,205
+95% +$2.33M 0.01% 268
2020
Q3 		$1.83M Sell
7,610
-4,564
-37% -$1.07M 0.01% 309
2020
Q2 		$2.62M Sell
12,174
-26,119
-68% -$5.03M 0.01% 290
2020
Q1 		$5.79M Sell
38,293
-178,395
-82% -$39.3M 0.03% 202
2019
Q4 		$54.4M Buy
216,688
+202,094
+1,385% +$46M 0.2% 114
2019
Q3 		$3.05M Sell
14,594
-10,785
-42% -$2.26M 0.01% 256
2019
Q2 		$5.7M Buy
25,379
+9,307
+58% +$2.15M 0.02% 215
2019
Q1 		$3.57M Buy
16,072
+13,507
+527% +$3.14M 0.01% 252
2018
Q4 		$487K Buy
2,565
+800
+45% +$196K ﹤0.01% 354
2018
Q3 		$549K Sell
1,765
-1,468
-45% -$463K ﹤0.01% 353
2018
Q2 		$934K Sell
3,233
-904
-22% -$266K ﹤0.01% 333
2018
Q1 		$993K Buy
4,137
+2,365
+133% +$594K ﹤0.01% 339
2017
Q4 		$414K Buy
+1,772
New +$378K ﹤0.01% 391
2017
Q1 		– Sell
-4,027
Closed -$691K – 573
2016
Q4 		$691K Buy
+4,027
New +$577K ﹤0.01% 314
2016
Q2 		– Sell
-29,557
Closed -$3.02M – 595
2016
Q1 		$3.02M Buy
29,557
+8,240
+39% +$797K 0.02% 299
2015
Q4 		$2.54M Buy
21,317
+3,158
+17% +$392K 0.01% 315
2015
Q3 		$2.1M Buy
+18,159
New +$2.43M 0.01% 344

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

Fred Alger Management's SIVB Position: Q1 2023 in Review

Fred Alger Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,747 shares — an estimated $402K sold.

Fred Alger Management first reported a position in SIVB in Q3 2015 and held it in 24 quarters. The position peaked at $77.3M in Q2 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Fred Alger Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Fred Alger Management sold 1,747 SVB Financial Group shares in Q1 2023, an estimated $402K.
  • Fred Alger Management first reported a position in SVB Financial Group in Q3 2015 and held it in 24 quarters.
  • Fred Alger Management's SVB Financial Group position peaked at $77.3M in Q2 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Fred Alger Management's 13F filing for Q1 2023, filed 15 May 2023.