HFM
SIVB

Harvest Fund Management’s SVB Financial Group SIVB Stock Holding History

Harvest Fund Management’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
-178
Closed -$39K – 850
2022
Q4 		$39K Buy
+178
New +$44.2K 0.01% 506
2022
Q3 		– Sell
-509
Closed -$201K – 853
2022
Q2 		$201K Hold
509
– – 0.06% 174
2022
Q1 		$284K Sell
509
-228
-31% -$138K 0.06% 150
2021
Q4 		$500K Buy
737
+178
+32% +$125K 0.08% 108
2021
Q3 		$361K Sell
559
-167
-23% -$96.8K 0.08% 80
2021
Q2 		$410K Hold
726
– – 0.04% 80
2021
Q1 		$358K Buy
726
+66
+10% +$32.5K 0.03% 85
2020
Q4 		$255K Buy
660
+431
+188% +$140K 0.02% 121
2020
Q3 		$58K Sell
229
-430
-65% -$101K ﹤0.01% 361
2020
Q2 		$135K Buy
+659
New +$127K 0.01% 196
2020
Q1 		– Sell
-156
Closed -$39K – 495
2019
Q4 		$39K Buy
+156
New +$35.5K ﹤0.01% 317
2018
Q4 		– Sell
-678
Closed -$211K – 504
2018
Q3 		$211K Buy
678
+590
+670% +$186K 0.04% 157
2018
Q2 		$25K Buy
+88
New +$25.9K ﹤0.01% 288

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

Harvest Fund Management's SIVB Position: Q1 2023 in Review

Harvest Fund Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 178 shares — an estimated $39K sold.

Harvest Fund Management first reported a position in SIVB in Q2 2018 and held it in 13 quarters. The position peaked at $500K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Harvest Fund Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Harvest Fund Management sold 178 SVB Financial Group shares in Q1 2023, an estimated $39K.
  • Harvest Fund Management first reported a position in SVB Financial Group in Q2 2018 and held it in 13 quarters.
  • Harvest Fund Management's SVB Financial Group position peaked at $500K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Harvest Fund Management's 13F filing for Q1 2023, filed 11 May 2023.