IP
SIVB

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
2022
Q4 		– Sell
-5,000
Closed -$1.68M – 343
2022
Q3 		$1.68M Buy
+5,000
New +$2.01M 0.07% 214

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
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
Barclays
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.