GT
SIVB

Glenmede Trust’s SVB Financial Group SIVB Stock Holding History

Glenmede Trust’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
-23,389
Closed -$5.38M – 1370
2022
Q4 		$5.38M Sell
23,389
-13,513
-37% -$3.36M 0.03% 399
2022
Q3 		$12.4M Buy
36,902
+528
+1% +$213K 0.08% 267
2022
Q2 		$14.4M Buy
36,374
+16,454
+83% +$7.75M 0.08% 266
2022
Q1 		$11.1M Sell
19,920
-621
-3% -$377K 0.05% 361
2021
Q4 		$13.9M Sell
20,541
-123
-0.6% -$86.6K 0.07% 330
2021
Q3 		$13.4M Sell
20,664
-111
-0.5% -$64.4K 0.07% 311
2021
Q2 		$11.6M Sell
20,775
-564
-3% -$313K 0.06% 331
2021
Q1 		$10.5M Sell
21,339
-1,187
-5% -$584K 0.06% 322
2020
Q4 		$8.73M Buy
22,526
+1,475
+7% +$478K 0.05% 344
2020
Q3 		$5.07M Buy
21,051
+3,718
+21% +$875K 0.03% 389
2020
Q2 		$3.73M Buy
17,333
+11,657
+205% +$2.24M 0.02% 409
2020
Q1 		$1.42M Hold
5,676
– – 0.01% 675
2019
Q4 		$1.42M Sell
5,676
-3,320
-37% -$755K 0.01% 675
2019
Q3 		$1.88K Buy
8,996
+862
+11% +$181K 0.01% 628
2019
Q2 		$1.83K Sell
8,134
-175
-2% -$40.5K 0.01% 644
2019
Q1 		$1.85K Buy
8,309
+6,899
+489% +$1.61M 0.01% 643
2018
Q4 		$267 Buy
1,410
+284
+25% +$69.4K ﹤0.01% 1022
2018
Q3 		$349K Sell
1,126
-6
-0.5% -$1.89K ﹤0.01% 978
2018
Q2 		$327K Buy
1,132
+22
+2% +$6.46K ﹤0.01% 927
2018
Q1 		$259K Hold
1,110
– – ﹤0.01% 1103
2017
Q4 		$259K Hold
1,110
– – ﹤0.01% 1103
2017
Q3 		$207K Hold
1,110
– – ﹤0.01% 1217
2017
Q2 		$206K Hold
1,110
– – ﹤0.01% 1189
2017
Q1 		$206K Hold
1,110
– – ﹤0.01% 1189
2016
Q4 		$190K Buy
1,110
+1,074
+2,983% +$154K ﹤0.01% 1219
2016
Q3 		$3K Hold
36
– – ﹤0.01% 2374
2016
Q2 		$3K Sell
36
-18
-33% -$1.84K ﹤0.01% 2363
2016
Q1 		$5K Buy
54
+12
+29% +$1.16K ﹤0.01% 2241
2015
Q4 		$4K Hold
42
– – ﹤0.01% 2358
2015
Q3 		$4K Buy
+42
New +$5.63K ﹤0.01% 2396

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

Glenmede Trust's SIVB Position: Q1 2023 in Review

Glenmede Trust sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 23,389 shares — an estimated $5.38M sold.

Glenmede Trust first reported a position in SIVB in Q3 2015 and held it in 30 quarters. The position peaked at $14.4M in Q2 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Glenmede Trust reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Glenmede Trust sold 23,389 SVB Financial Group shares in Q1 2023, an estimated $5.38M.
  • Glenmede Trust first reported a position in SVB Financial Group in Q3 2015 and held it in 30 quarters.
  • Glenmede Trust's SVB Financial Group position peaked at $14.4M in Q2 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Glenmede Trust's 13F filing for Q1 2023, filed 15 May 2023.