LIP
SIVB

Liontrust Investment Partners’s SVB Financial Group SIVB Stock Holding History

Liontrust Investment 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
2023
Q1 		– Sell
-59,564
Closed -$13.7M – 251
2022
Q4 		$13.7M Buy
59,564
+15,000
+34% +$3.73M 0.24% 53
2022
Q3 		$15M Hold
44,564
– – 0.24% 54
2022
Q2 		$17.6M Hold
44,564
– – 0.25% 58
2022
Q1 		$24.9M Sell
44,564
-5,000
-10% -$3.03M 0.33% 46
2021
Q4 		$33.6M Sell
49,564
-3,000
-6% -$2.11M 0.4% 40
2021
Q3 		$34M Buy
+52,564
New +$30.5M 0.47% 38
2020
Q4 		$22.7M Buy
+58,464
New +$18.9M 0.46% 43

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 $1.25B 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 $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

Liontrust Investment Partners's SIVB Position: Q1 2023 in Review

Liontrust Investment Partners sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 59,564 shares — an estimated $13.7M sold.

Liontrust Investment Partners first reported a position in SIVB in Q4 2020 and held it in 7 quarters. The position peaked at $34M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Liontrust Investment Partners reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Liontrust Investment Partners sold 59,564 SVB Financial Group shares in Q1 2023, an estimated $13.7M.
  • Liontrust Investment Partners first reported a position in SVB Financial Group in Q4 2020 and held it in 7 quarters.
  • Liontrust Investment Partners's SVB Financial Group position peaked at $34M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Liontrust Investment Partners's 13F filing for Q1 2023, filed 15 May 2023.