Illinois Municipal Retirement Fund’s SVB Financial Group SIVB Stock Holding History

Illinois Municipal Retirement Fund’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	-2,251	Closed	-$518K	–	846
2022 Q4	$518K	Buy	+2,251	New	+$559K	0.01%	767
2022 Q2	–	Sell	-1,199	Closed	-$671K	–	827
2022 Q1	$671K	Hold	1,199	–	–	0.02%	605
2021 Q4	$813K	Hold	1,199	–	–	0.02%	575
2021 Q3	$776K	Buy	1,199 +264	+28%	+$153K	0.03%	520
2021 Q2	$520K	Buy	935 +257	+38%	+$143K	0.02%	645
2021 Q1	$335K	Buy	+678	New	+$333K	0.01%	786

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 $1.25B AUM 41.83% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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 Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

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

Illinois Municipal Retirement Fund's SIVB Position: Q1 2023 in Review

Illinois Municipal Retirement Fund sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 2,251 shares — an estimated $518K sold.

Illinois Municipal Retirement Fund first reported a position in SIVB in Q1 2021 and held it in 6 quarters. The position peaked at $813K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Illinois Municipal Retirement Fund reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Illinois Municipal Retirement Fund sold 2,251 SVB Financial Group shares in Q1 2023, an estimated $518K.
Illinois Municipal Retirement Fund first reported a position in SVB Financial Group in Q1 2021 and held it in 6 quarters.
Illinois Municipal Retirement Fund's SVB Financial Group position peaked at $813K in Q4 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Illinois Municipal Retirement Fund's 13F filing for Q1 2023, filed 5 May 2023.