II
SIVB

IFM Investors’s SVB Financial Group SIVB Stock Holding History

IFM Investors’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
-10,854
Closed -$2.5M – 631
2022
Q4 		$2.5M Buy
10,854
+866
+9% +$215K 0.04% 411
2022
Q3 		$3.35M Hold
9,988
– – 0.06% 325
2022
Q2 		$3.94M Buy
9,988
+618
+7% +$291K 0.07% 295
2022
Q1 		$5.24M Buy
9,370
+1,446
+18% +$878K 0.08% 250
2021
Q4 		$5.37M Buy
7,924
+98
+1% +$69K 0.1% 199
2021
Q3 		$5.06M Buy
7,826
+1,063
+16% +$616K 0.1% 192
2021
Q2 		$3.76M Buy
6,763
+956
+16% +$530K 0.08% 260
2021
Q1 		$2.87M Buy
5,807
+739
+15% +$363K 0.08% 277
2020
Q4 		$1.97M Buy
5,068
+693
+16% +$225K 0.06% 305
2020
Q3 		$1.05M Buy
4,375
+779
+22% +$183K 0.04% 385
2020
Q2 		$775K Sell
3,596
-1,616
-31% -$311K 0.04% 419
2020
Q1 		$812K Sell
5,212
-365
-7% -$80.3K 0.04% 433
2019
Q4 		$1.4M Sell
5,577
-213
-4% -$48.4K 0.05% 372
2019
Q3 		$1.21M Buy
5,790
+1,541
+36% +$323K 0.04% 410
2019
Q2 		$954K Buy
4,249
+879
+26% +$203K 0.05% 365
2019
Q1 		$749K Buy
3,370
+142
+4% +$33.1K 0.05% 400
2018
Q4 		$613K Buy
3,228
+262
+9% +$64.1K 0.05% 397
2018
Q3 		$922K Buy
2,966
+734
+33% +$232K 0.07% 294
2018
Q2 		$645K Buy
2,232
+1,089
+95% +$320K 0.06% 349
2018
Q1 		$274K Buy
+1,143
New +$287K 0.04% 474

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

IFM Investors's SIVB Position: Q1 2023 in Review

IFM Investors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 10,854 shares — an estimated $2.5M sold.

IFM Investors first reported a position in SIVB in Q1 2018 and held it in 20 quarters. The position peaked at $5.37M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • IFM Investors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • IFM Investors sold 10,854 SVB Financial Group shares in Q1 2023, an estimated $2.5M.
  • IFM Investors first reported a position in SVB Financial Group in Q1 2018 and held it in 20 quarters.
  • IFM Investors's SVB Financial Group position peaked at $5.37M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on IFM Investors's 13F filing for Q1 2023, filed 11 May 2023.