Goldman Sachs’s SVB Financial Group SIVB Stock Holding History

Goldman Sachs’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
2018 Q4	–	Sell	-7,400	Closed	-$2.3M	–	6018
2018 Q3	$2.3M	Hold	7,400	–	–	﹤0.01%	3504
2018 Q2	$2.14M	Hold	7,400	–	–	﹤0.01%	3586
2018 Q1	$1.78M	Buy	+7,400	New	+$1.86M	﹤0.01%	3686
2017 Q2	–	Sell	-10,000	Closed	-$1.86M	–	7202
2017 Q1	$1.86M	Buy	+10,000	New	+$1.82M	﹤0.01%	3817
2016 Q4	–	Sell	-17,000	Closed	-$1.88M	–	7329
2016 Q3	$1.88M	Buy	+17,000	New	+$1.77M	﹤0.01%	3888
2014 Q4	–	Sell	-3,300	Closed	-$370K	–	7620
2014 Q3	$370K	Sell	3,300 -3,300	-50%	-$366K	﹤0.01%	5564
2014 Q2	$770K	Sell	6,600 -2,400	-27%	-$268K	﹤0.01%	4941
2014 Q1	$1.16M	Buy	9,000 +8,700	+2,900%	+$1.02M	﹤0.01%	4526
2013 Q4	$31K	Buy	+300	New	+$29.4K	﹤0.01%	6495

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 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

Goldman Sachs's SIVB Position: Q1 2023 in Review

Goldman Sachs sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 176,878 shares — an estimated $40.7M sold.

Goldman Sachs first reported a position in SIVB in Q2 2013 and held it in 39 quarters. The position peaked at $227M in Q1 2019. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Goldman Sachs reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Goldman Sachs sold 176,878 SVB Financial Group shares in Q1 2023, an estimated $40.7M.
Goldman Sachs first reported a position in SVB Financial Group in Q2 2013 and held it in 39 quarters.
Goldman Sachs's SVB Financial Group position peaked at $227M in Q1 2019.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Goldman Sachs's 13F filing for Q1 2023, filed 11 May 2023.