GIA
SIVB

Gateway Investment Advisers’s SVB Financial Group SIVB Stock Holding History

Gateway Investment Advisers’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
-1,052
Closed -$242K – 553
2022
Q4 		$242K Buy
1,052
+183
+21% +$45.5K ﹤0.01% 492
2022
Q3 		$292K Buy
869
+99
+13% +$39.8K ﹤0.01% 452
2022
Q2 		$304K Buy
770
+12
+2% +$5.65K ﹤0.01% 477
2022
Q1 		$424K Sell
758
-99
-12% -$60.1K ﹤0.01% 447
2021
Q4 		$581K Sell
857
-52
-6% -$36.6K 0.01% 393
2021
Q3 		$588K Buy
909
+5
+0.6% +$2.9K 0.01% 399
2021
Q2 		$503K Sell
904
-47
-5% -$26.1K 0.01% 425
2021
Q1 		$469K Sell
951
-18
-2% -$8.85K 0.01% 425
2020
Q4 		$376K Sell
969
-63
-6% -$20.4K ﹤0.01% 442
2020
Q3 		$248K Sell
1,032
-17
-2% -$4K ﹤0.01% 481
2020
Q2 		$226K Sell
1,049
-503
-32% -$96.9K ﹤0.01% 500
2020
Q1 		$234K Sell
1,552
-43,440
-97% -$9.56M ﹤0.01% 486
2019
Q4 		$11.3M Buy
44,992
+10,945
+32% +$2.49M 0.11% 174
2019
Q3 		$7.11M Sell
34,047
-10,284
-23% -$2.16M 0.07% 219
2019
Q2 		$9.96M Sell
44,331
-6,581
-13% -$1.52M 0.09% 191
2019
Q1 		$11.3M Sell
50,912
-4,330
-8% -$1.01M 0.1% 181
2018
Q4 		$10.5M Buy
55,242
+386
+0.7% +$94.4K 0.1% 185
2018
Q3 		$17.1M Buy
54,856
+6,921
+14% +$2.18M 0.14% 151
2018
Q2 		$13.8M Buy
47,935
+94
+0.2% +$27.6K 0.12% 170
2018
Q1 		$11.5M Buy
47,841
+9,120
+24% +$2.29M 0.1% 189
2017
Q4 		$9.05M Sell
38,721
-15,137
-28% -$3.23M 0.08% 210
2017
Q3 		$10.1M Buy
53,858
+16,903
+46% +$2.97M 0.09% 197
2017
Q2 		$6.5M Buy
+36,955
New +$6.62M 0.06% 234

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 $1.25B AUM 41.83% 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 $9.54B AUM 19.86% 1-Year Est. Return

Gateway Investment Advisers's SIVB Position: Q1 2023 in Review

Gateway Investment Advisers sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,052 shares — an estimated $242K sold.

Gateway Investment Advisers first reported a position in SIVB in Q2 2017 and held it in 23 quarters. The position peaked at $17.1M in Q3 2018. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Gateway Investment Advisers reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Gateway Investment Advisers sold 1,052 SVB Financial Group shares in Q1 2023, an estimated $242K.
  • Gateway Investment Advisers first reported a position in SVB Financial Group in Q2 2017 and held it in 23 quarters.
  • Gateway Investment Advisers's SVB Financial Group position peaked at $17.1M in Q3 2018.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Gateway Investment Advisers's 13F filing for Q1 2023, filed 11 Apr 2023.