Interval Partners’s SVB Financial Group SIVB Stock Holding History

Interval Partners’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	-14,678	Closed	-$3.38M	–	356
2022 Q4	$3.38M	Buy	+14,678	New	+$3.65M	0.2%	121
2022 Q2	–	Sell	-5,061	Closed	-$2.83M	–	361
2022 Q1	$2.83M	Buy	+5,061	New	+$3.07M	0.14%	172
2021 Q4	–	Sell	-3,170	Closed	-$2.05M	–	371
2021 Q3	$2.05M	Sell	3,170 -6,135	-66%	-$3.56M	0.08%	225
2021 Q2	$5.18M	Buy	+9,305	New	+$5.16M	0.21%	126
2019 Q1	–	Sell	-15,846	Closed	-$3.01M	–	255
2018 Q4	$3.01M	Buy	+15,846	New	+$3.87M	0.16%	118
2018 Q3	–	Sell	-14,000	Closed	-$4.04M	–	276
2018 Q2	$4.04M	Sell	14,000 -4,025	-22%	-$1.18M	0.15%	144
2018 Q1	$4.33M	Buy	+18,025	New	+$4.52M	0.2%	134
2017 Q1	–	Sell	-45,132	Closed	-$7.75M	–	240
2016 Q4	$7.75M	Sell	45,132 -7,882	-15%	-$1.13M	0.47%	67
2016 Q3	$5.86M	Sell	53,014 -80,210	-60%	-$8.35M	0.37%	69
2016 Q2	$12.7M	Buy	133,224 +9,692	+8%	+$992K	0.86%	37
2016 Q1	$12.6M	Buy	123,532 +80,506	+187%	+$7.79M	1.09%	27
2015 Q4	$5.12M	Buy	43,026 +27,219	+172%	+$3.38M	0.48%	56
2015 Q3	$1.83M	Buy	+15,807	New	+$2.12M	0.23%	94
2015 Q2	–	Sell	-11,212	Closed	-$1.42M	–	193
2015 Q1	$1.42M	Buy	+11,212	New	+$1.34M	0.18%	97

Other funds holding SIVB

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 $177B AUM 39.86% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 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

TAMH

Taikang Asset Management (HK) Hong Kong $1.1B AUM 50.43% 1-Year Est. Return

Interval Partners's SIVB Position: Q1 2023 in Review

Interval Partners sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 14,678 shares — an estimated $3.38M sold.

Interval Partners first reported a position in SIVB in Q1 2015 and held it in 14 quarters. The position peaked at $12.7M in Q2 2016. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Interval Partners reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Interval Partners sold 14,678 SVB Financial Group shares in Q1 2023, an estimated $3.38M.
Interval Partners first reported a position in SVB Financial Group in Q1 2015 and held it in 14 quarters.
Interval Partners's SVB Financial Group position peaked at $12.7M in Q2 2016.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Interval Partners's 13F filing for Q1 2023, filed 15 May 2023.