Lazard Asset Management
SIVB

Lazard Asset Management’s SVB Financial Group SIVB Stock Holding History

Lazard Asset Management’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
-4
Closed – – 2637
2022
Q4 		$0 Buy
+4
New +$994 ﹤0.01% 2644
2022
Q3 		– Sell
-1,915
Closed -$756K – 2638
2022
Q2 		$756K Sell
1,915
-55
-3% -$25.9K ﹤0.01% 1041
2022
Q1 		$1.1M Buy
1,970
+1,869
+1,850% +$1.13M ﹤0.01% 988
2021
Q4 		$68K Buy
+101
New +$71.2K ﹤0.01% 1605
2021
Q3 		– Sell
-3,210
Closed -$1.78M – 2359
2021
Q2 		$1.78M Hold
3,210
– – ﹤0.01% 864
2021
Q1 		$1.58M Buy
+3,210
New +$1.58M ﹤0.01% 822
2020
Q4 		– Sell
-52
Closed -$12K – 2057
2020
Q3 		$12K Hold
52
– – ﹤0.01% 1475
2020
Q2 		$11K Hold
52
– – ﹤0.01% 1499
2020
Q1 		$7K Sell
52
-23,214
-100% -$5.11M ﹤0.01% 1517
2019
Q4 		$5.84M Buy
23,266
+18,279
+367% +$4.16M 0.01% 540
2019
Q3 		$1.04M Sell
4,987
-3,299
-40% -$691K ﹤0.01% 748
2019
Q2 		$1.86M Buy
8,286
+1,667
+25% +$385K ﹤0.01% 764
2019
Q1 		$1.47M Buy
6,619
+553
+9% +$129K ﹤0.01% 786
2018
Q4 		$1.15M Hold
6,066
– – ﹤0.01% 707
2018
Q3 		$1.89M Hold
6,066
– – ﹤0.01% 668
2018
Q2 		$1.75M Buy
+6,066
New +$1.78M ﹤0.01% 670
2016
Q3 		– Sell
-63,487
Closed -$6.04M – 1100
2016
Q2 		$6.04M Sell
63,487
-93,254
-59% -$9.54M 0.01% 474
2016
Q1 		$16M Buy
156,741
+17,904
+13% +$1.73M 0.03% 275
2015
Q4 		$16.5M Buy
+138,837
New +$17.2M 0.04% 280

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 $1.2B AUM 37.55% 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 $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Lazard Asset Management's SIVB Position: Q1 2023 in Review

Lazard Asset Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 4 shares.

Lazard Asset Management first reported a position in SIVB in Q4 2015 and held it in 19 quarters. The position peaked at $16.5M in Q4 2015. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Lazard Asset Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Lazard Asset Management sold 4 SVB Financial Group shares in Q1 2023.
  • Lazard Asset Management first reported a position in SVB Financial Group in Q4 2015 and held it in 19 quarters.
  • Lazard Asset Management's SVB Financial Group position peaked at $16.5M in Q4 2015.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

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