HI
SIVB

Harbour Investments’s SVB Financial Group SIVB Stock Holding History

Harbour Investments’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
-106
Closed -$24.4K – 3130
2022
Q4 		$24.4K Buy
106
+2
+2% +$497 ﹤0.01% 1602
2022
Q3 		$41K Hold
104
– – ﹤0.01% 1350
2022
Q2 		$41K Buy
+104
New +$49K ﹤0.01% 1350
2021
Q4 		$42K Sell
62
-588
-90% -$414K ﹤0.01% 1343
2021
Q3 		$421K Buy
650
+30
+5% +$17.4K 0.01% 714
2021
Q2 		$345K Buy
620
+98
+19% +$54.4K 0.01% 828
2021
Q1 		$258K Buy
+522
New +$257K 0.01% 868

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

Harbour Investments's SIVB Position: Q1 2023 in Review

Harbour Investments sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 106 shares — an estimated $24.4K sold.

Harbour Investments first reported a position in SIVB in Q1 2021 and held it in 7 quarters. The position peaked at $421K in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Harbour Investments reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Harbour Investments sold 106 SVB Financial Group shares in Q1 2023, an estimated $24.4K.
  • Harbour Investments first reported a position in SVB Financial Group in Q1 2021 and held it in 7 quarters.
  • Harbour Investments's SVB Financial Group position peaked at $421K in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Harbour Investments's 13F filing for Q1 2023, filed 15 May 2023.