GT
SIVB

Greenleaf Trust’s SVB Financial Group SIVB Stock Holding History

Greenleaf 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
-873
Closed -$201K – 800
2022
Q4 		$201K Buy
873
+228
+35% +$56.6K ﹤0.01% 707
2022
Q3 		$217K Sell
645
-136
-17% -$54.7K ﹤0.01% 646
2022
Q2 		$308K Sell
781
-292
-27% -$138K ﹤0.01% 543
2022
Q1 		$600K Buy
1,073
+277
+35% +$168K 0.01% 365
2021
Q4 		$540K Buy
796
+28
+4% +$19.7K 0.01% 401
2021
Q3 		$497K Buy
768
+198
+35% +$115K 0.01% 395
2021
Q2 		$317K Buy
570
+35
+7% +$19.4K ﹤0.01% 554
2021
Q1 		$264K Buy
+535
New +$263K ﹤0.01% 597

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

Greenleaf Trust's SIVB Position: Q1 2023 in Review

Greenleaf Trust sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 873 shares — an estimated $201K sold.

Greenleaf Trust first reported a position in SIVB in Q1 2021 and held it in 8 quarters. The position peaked at $600K in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Greenleaf Trust reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Greenleaf Trust sold 873 SVB Financial Group shares in Q1 2023, an estimated $201K.
  • Greenleaf Trust first reported a position in SVB Financial Group in Q1 2021 and held it in 8 quarters.
  • Greenleaf Trust's SVB Financial Group position peaked at $600K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Greenleaf Trust's 13F filing for Q1 2023, filed 11 May 2023.