GDP
SIVB

Great Diamond Partners’s SVB Financial Group SIVB Stock Holding History

Great Diamond Partners’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
-1,016
Closed -$234K – 231
2022
Q4 		$234K Buy
1,016
+268
+36% +$66.6K 0.07% 192
2022
Q3 		$251K Buy
748
+1
+0.1% +$403 0.09% 176
2022
Q2 		$295K Sell
747
-105
-12% -$49.5K 0.1% 166
2022
Q1 		$476K Buy
852
+5
+0.6% +$3.04K 0.13% 128
2021
Q4 		$574K Buy
847
+19
+2% +$13.4K 0.15% 120
2021
Q3 		$535K Sell
828
-7
-0.8% -$4.06K 0.15% 115
2021
Q2 		$464K Sell
835
-8
-0.9% -$4.44K 0.13% 126
2021
Q1 		$416K Buy
843
+44
+6% +$21.6K 0.13% 129
2020
Q4 		$309K Buy
+799
New +$259K 0.1% 134
2020
Q1 		– Sell
-446
Closed -$111K – 683
2019
Q4 		$111K Buy
+446
New +$101K 0.04% 213

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

Great Diamond Partners's SIVB Position: Q1 2023 in Review

Great Diamond Partners sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,016 shares — an estimated $234K sold.

Great Diamond Partners first reported a position in SIVB in Q4 2019 and held it in 10 quarters. The position peaked at $574K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Great Diamond Partners reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Great Diamond Partners sold 1,016 SVB Financial Group shares in Q1 2023, an estimated $234K.
  • Great Diamond Partners first reported a position in SVB Financial Group in Q4 2019 and held it in 10 quarters.
  • Great Diamond Partners's SVB Financial Group position peaked at $574K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Great Diamond Partners's 13F filing for Q1 2023, filed 4 May 2023.