HPC
SIVB

HM Payson & Co’s SVB Financial Group SIVB Stock Holding History

HM Payson & Co’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
-932
Closed -$214K – 1048
2022
Q4 		$214K Hold
932
– – 0.01% 356
2022
Q3 		$313K Sell
932
-100
-10% -$40.3K 0.01% 301
2022
Q2 		$408K Buy
1,032
+295
+40% +$139K 0.01% 269
2022
Q1 		$412K Buy
737
+584
+382% +$354K 0.01% 291
2021
Q4 		$104K Sell
153
-28
-15% -$19.7K ﹤0.01% 494
2021
Q3 		$117K Hold
181
– – ﹤0.01% 455
2021
Q2 		$101K Buy
181
+81
+81% +$44.9K ﹤0.01% 481
2021
Q1 		$49K Sell
100
-50
-33% -$24.6K ﹤0.01% 609
2020
Q4 		$58K Sell
150
-100
-40% -$32.4K ﹤0.01% 577
2020
Q3 		$60K Buy
+250
New +$58.8K ﹤0.01% 528

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

HM Payson & Co's SIVB Position: Q1 2023 in Review

HM Payson & Co sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 932 shares — an estimated $214K sold.

HM Payson & Co first reported a position in SIVB in Q3 2020 and held it in 10 quarters. The position peaked at $412K in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • HM Payson & Co reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • HM Payson & Co sold 932 SVB Financial Group shares in Q1 2023, an estimated $214K.
  • HM Payson & Co first reported a position in SVB Financial Group in Q3 2020 and held it in 10 quarters.
  • HM Payson & Co's SVB Financial Group position peaked at $412K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on HM Payson & Co's 13F filing for Q1 2023, filed 18 Apr 2023.