GC
SIVB

Grimes & Company’s SVB Financial Group SIVB Stock Holding History

Grimes & Company’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
-23,242
Closed -$5.35M – 319
2022
Q4 		$5.35M Buy
23,242
+695
+3% +$173K 0.23% 82
2022
Q3 		$7.57M Buy
22,547
+348
+2% +$140K 0.4% 58
2022
Q2 		$8.77M Buy
22,199
+393
+2% +$185K 0.44% 56
2022
Q1 		$12.2M Buy
21,806
+89
+0.4% +$54K 0.64% 49
2021
Q4 		$14.7M Sell
21,717
-102
-0.5% -$71.9K 0.67% 40
2021
Q3 		$14.1M Sell
21,819
-1,100
-5% -$638K 0.61% 44
2021
Q2 		$12.8M Sell
22,919
-1,918
-8% -$1.06M 0.55% 50
2021
Q1 		$12.3M Sell
24,837
-13,715
-36% -$6.74M 0.59% 46
2020
Q4 		$15M Sell
38,552
-1,681
-4% -$545K 0.78% 31
2020
Q3 		$9.68M Buy
40,233
+745
+2% +$175K 0.62% 48
2020
Q2 		$8.51M Buy
39,488
+139
+0.4% +$26.8K 0.59% 53
2020
Q1 		$5.95M Sell
39,349
-451
-1% -$99.3K 0.54% 47
2019
Q4 		$9.99M Buy
39,800
+57
+0.1% +$13K 0.65% 39
2019
Q3 		$8.3M Buy
39,743
+1,956
+5% +$410K 0.59% 46
2019
Q2 		$8.49M Buy
+37,787
New +$8.74M 0.64% 44

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

Grimes & Company's SIVB Position: Q1 2023 in Review

Grimes & Company sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 23,242 shares — an estimated $5.35M sold.

Grimes & Company first reported a position in SIVB in Q2 2019 and held it in 15 quarters. The position peaked at $15M in Q4 2020. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Grimes & Company reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Grimes & Company sold 23,242 SVB Financial Group shares in Q1 2023, an estimated $5.35M.
  • Grimes & Company first reported a position in SVB Financial Group in Q2 2019 and held it in 15 quarters.
  • Grimes & Company's SVB Financial Group position peaked at $15M in Q4 2020.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Grimes & Company's 13F filing for Q1 2023, filed 20 Apr 2023.