JIR
SIVB

James Investment Research’s SVB Financial Group SIVB Stock Holding History

James Investment Research’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
-18
Closed -$4K – 653
2022
Q4 		$4K Sell
18
-5,331
-100% -$1.32M ﹤0.01% 502
2022
Q3 		$1.8M Sell
5,349
-5,513
-51% -$2.22M 0.26% 96
2022
Q2 		$4.29M Sell
10,862
-1,385
-11% -$652K 0.57% 51
2022
Q1 		$6.85M Sell
12,247
-1,684
-12% -$1.02M 0.72% 40
2021
Q4 		$9.45M Sell
13,931
-1,675
-11% -$1.18M 0.87% 33
2021
Q3 		$10.1M Buy
15,606
+11
+0.1% +$6.38K 0.94% 35
2021
Q2 		$8.68M Buy
15,595
+330
+2% +$183K 0.74% 47
2021
Q1 		$7.54M Buy
15,265
+7,808
+105% +$3.84M 0.68% 51
2020
Q4 		$2.89M Buy
+7,457
New +$2.42M 0.26% 107

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

James Investment Research's SIVB Position: Q1 2023 in Review

James Investment Research sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 18 shares — an estimated $4K sold.

James Investment Research first reported a position in SIVB in Q4 2020 and held it in 9 quarters. The position peaked at $10.1M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • James Investment Research reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • James Investment Research sold 18 SVB Financial Group shares in Q1 2023, an estimated $4K.
  • James Investment Research first reported a position in SVB Financial Group in Q4 2020 and held it in 9 quarters.
  • James Investment Research's SVB Financial Group position peaked at $10.1M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on James Investment Research's 13F filing for Q1 2023, filed 26 Apr 2023.