LNC
SIVB

Lincoln National Corp’s SVB Financial Group SIVB Stock Holding History

Lincoln National Corp’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
-1,303
Closed -$300K – 1043
2022
Q4 		$300K Buy
1,303
+307
+31% +$76.3K 0.01% 713
2022
Q3 		$334K Buy
996
+100
+11% +$40.3K 0.01% 612
2022
Q2 		$354K Buy
896
+146
+19% +$68.8K 0.01% 585
2022
Q1 		$420K Buy
750
+115
+18% +$69.8K 0.01% 598
2021
Q4 		$431K Buy
635
+19
+3% +$13.4K 0.01% 577
2021
Q3 		$398K Sell
616
-218
-26% -$126K 0.01% 578
2021
Q2 		$464K Buy
+834
New +$463K 0.01% 523

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 $172M AUM 34.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Lincoln National Corp's SIVB Position: Q1 2023 in Review

Lincoln National Corp sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,303 shares — an estimated $300K sold.

Lincoln National Corp first reported a position in SIVB in Q2 2021 and held it in 7 quarters. The position peaked at $464K in Q2 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Lincoln National Corp reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Lincoln National Corp sold 1,303 SVB Financial Group shares in Q1 2023, an estimated $300K.
  • Lincoln National Corp first reported a position in SVB Financial Group in Q2 2021 and held it in 7 quarters.
  • Lincoln National Corp's SVB Financial Group position peaked at $464K in Q2 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Lincoln National Corp's 13F filing for Q1 2023, filed 2 May 2023.