IC
SIVB

IEQ Capital’s SVB Financial Group SIVB Stock Holding History

IEQ Capital’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
-33,605
Closed -$7.73M – 920
2022
Q4 		$7.73M Buy
33,605
+8,350
+33% +$2.07M 0.22% 82
2022
Q3 		$8.48M Buy
25,255
+784
+3% +$316K 0.23% 72
2022
Q2 		$9.67M Buy
24,471
+592
+2% +$279K 0.29% 59
2022
Q1 		$13.4M Buy
23,879
+89
+0.4% +$54K 0.32% 52
2021
Q4 		$16.1M Buy
23,790
+97
+0.4% +$68.3K 0.37% 48
2021
Q3 		$15.3M Buy
23,693
+210
+0.9% +$122K 0.41% 43
2021
Q2 		$13.1M Buy
23,483
+1,218
+5% +$676K 0.38% 43
2021
Q1 		$11M Buy
22,265
+7
+0% +$3.44K 0.45% 39
2020
Q4 		$8.63M Hold
22,258
– – 0.38% 51
2020
Q3 		$5.36M Hold
22,258
– – 0.29% 57
2020
Q2 		$4.8M Sell
22,258
-234
-1% -$45.1K 0.31% 56
2020
Q1 		$3.4M Buy
22,492
+491
+2% +$108K 0.27% 59
2019
Q4 		$5.52M Buy
+22,001
New +$5M 0.48% 34

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 $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

IEQ Capital's SIVB Position: Q1 2023 in Review

IEQ Capital sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 33,605 shares — an estimated $7.73M sold.

IEQ Capital first reported a position in SIVB in Q4 2019 and held it in 13 quarters. The position peaked at $16.1M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • IEQ Capital reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • IEQ Capital sold 33,605 SVB Financial Group shares in Q1 2023, an estimated $7.73M.
  • IEQ Capital first reported a position in SVB Financial Group in Q4 2019 and held it in 13 quarters.
  • IEQ Capital's SVB Financial Group position peaked at $16.1M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on IEQ Capital's 13F filing for Q1 2023, filed 2 May 2023.