JG
SIVB

Joel Greenblatt’s SVB Financial Group SIVB Stock Holding History

Joel Greenblatt’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
-10,947
Closed -$2.52M – 1423
2022
Q4 		$2.52M Buy
10,947
+4,657
+74% +$1.16M 0.07% 350
2022
Q3 		$2.11M Buy
6,290
+2,928
+87% +$1.18M 0.06% 378
2022
Q2 		$1.33M Buy
3,362
+162
+5% +$76.3K 0.04% 488
2022
Q1 		$1.79M Sell
3,200
-2,691
-46% -$1.63M 0.06% 382
2021
Q4 		$4M Buy
5,891
+2,114
+56% +$1.49M 0.13% 197
2021
Q3 		$2.44M Sell
3,777
-2,720
-42% -$1.58M 0.1% 266
2021
Q2 		$3.62M Buy
6,497
+117
+2% +$64.9K 0.15% 193
2021
Q1 		$3.15M Sell
6,380
-4,260
-40% -$2.1M 0.14% 215
2020
Q4 		$4.13M Buy
+10,640
New +$3.45M 0.14% 220
2020
Q2 		– Sell
-2,306
Closed -$348K – 1261
2020
Q1 		$348K Sell
2,306
-2,238
-49% -$493K 0.01% 796
2019
Q4 		$1.14M Sell
4,544
-651
-13% -$148K 0.02% 594
2019
Q3 		$1.08M Sell
5,195
-5,697
-52% -$1.19M 0.02% 577
2019
Q2 		$2.45M Sell
10,892
-3,371
-24% -$780K 0.04% 455
2019
Q1 		$3.17M Buy
+14,263
New +$3.32M 0.05% 417
2018
Q4 		– Sell
-1,554
Closed -$483K – 1180
2018
Q3 		$483K Buy
1,554
+327
+27% +$103K 0.01% 743
2018
Q2 		$354K Buy
+1,227
New +$361K 0.01% 749
2014
Q4 		– Sell
-1,923
Closed -$216K – 1157
2014
Q3 		$216K Buy
1,923
+7
+0.4% +$777 ﹤0.01% 914
2014
Q2 		$223K Buy
1,916
+262
+16% +$29.2K ﹤0.01% 944
2014
Q1 		$213K Sell
1,654
-1,437
-46% -$168K ﹤0.01% 963
2013
Q4 		$324K Buy
+3,091
New +$302K 0.01% 852

Other funds holding SIVB

TAMH
Taikang Asset Management (HK) Hong Kong $1.1B AUM 50.43% 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 $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

Joel Greenblatt's SIVB Position: Q1 2023 in Review

Joel Greenblatt sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 10,947 shares — an estimated $2.52M sold.

Joel Greenblatt first reported a position in SIVB in Q4 2013 and held it in 20 quarters. The position peaked at $4.13M in Q4 2020. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Joel Greenblatt reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Joel Greenblatt sold 10,947 SVB Financial Group shares in Q1 2023, an estimated $2.52M.
  • Joel Greenblatt first reported a position in SVB Financial Group in Q4 2013 and held it in 20 quarters.
  • Joel Greenblatt's SVB Financial Group position peaked at $4.13M in Q4 2020.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Gotham Asset Management's 13F filing for Q1 2023, filed 15 May 2023.