II
SIVB

Inspire Investing’s SVB Financial Group SIVB Stock Holding History

Inspire Investing’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
-9,338
Closed -$2.15M – 805
2022
Q4 		$2.15M Sell
9,338
-400
-4% -$99.4K 0.28% 79
2022
Q3 		$3.27M Sell
9,738
-936
-9% -$377K 0.46% 43
2022
Q2 		$4.22M Buy
10,674
+185
+2% +$87.1K 0.56% 30
2022
Q1 		$5.87M Sell
10,489
-958
-8% -$581K 0.68% 20
2021
Q4 		$7.76M Buy
11,447
+546
+5% +$385K 0.89% 16
2021
Q3 		$7.05M Buy
10,901
+4,509
+71% +$2.61M 0.89% 18
2021
Q2 		$3.56M Buy
6,392
+1,574
+33% +$873K 0.47% 41
2021
Q1 		$2.38M Buy
4,818
+2,616
+119% +$1.29M 0.36% 60
2020
Q4 		$854K Buy
2,202
+546
+33% +$177K 0.19% 103
2020
Q3 		$398K Sell
1,656
-424
-20% -$99.7K 0.11% 157
2020
Q2 		$448K Buy
2,080
+1,038
+100% +$200K 0.15% 102
2020
Q1 		$157K Sell
1,042
-41
-4% -$9.02K 0.06% 508
2019
Q4 		$272K Buy
1,083
+38
+4% +$8.64K 0.1% 217
2019
Q3 		$218K Buy
+1,045
New +$219K 0.08% 258
2019
Q2 		– Sell
-960
Closed -$213K – 334
2019
Q1 		$213K Buy
+960
New +$224K 0.1% 218
2018
Q4 		– Sell
-646
Closed -$201K – 255
2018
Q3 		$201K Buy
+646
New +$204K 0.12% 206

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
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

Inspire Investing's SIVB Position: Q1 2023 in Review

Inspire Investing sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 9,338 shares — an estimated $2.15M sold.

Inspire Investing first reported a position in SIVB in Q3 2018 and held it in 16 quarters. The position peaked at $7.76M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Inspire Investing reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Inspire Investing sold 9,338 SVB Financial Group shares in Q1 2023, an estimated $2.15M.
  • Inspire Investing first reported a position in SVB Financial Group in Q3 2018 and held it in 16 quarters.
  • Inspire Investing's SVB Financial Group position peaked at $7.76M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Inspire Investing's 13F filing for Q1 2023, filed 24 Apr 2023.