LP
SIVB

LMR Partners’s SVB Financial Group SIVB Stock Holding History

LMR 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
-59,425
Closed -$13.7M – 1314
2022
Q4 		$13.7M Buy
59,425
+57,799
+3,555% +$14.4M 0.24% 111
2022
Q3 		$546K Buy
+1,626
New +$654K 0.01% 849
2022
Q2 		– Sell
-63,673
Closed -$35.6M – 1586
2022
Q1 		$35.6M Buy
63,673
+61,439
+2,750% +$37.3M 0.41% 39
2021
Q4 		$1.51M Buy
2,234
+1,208
+118% +$851K 0.02% 563
2021
Q3 		$664K Sell
1,026
-12,754
-93% -$7.4M 0.01% 728
2021
Q2 		$7.67M Sell
13,780
-15,258
-53% -$8.46M 0.12% 163
2021
Q1 		$14.3M Buy
29,038
+21,458
+283% +$10.6M 0.36% 59
2020
Q4 		$2.94M Buy
7,580
+6,364
+523% +$2.06M 0.05% 151
2020
Q3 		$293K Sell
1,216
-12,826
-91% -$3.02M 0.01% 314
2020
Q2 		$3.03M Buy
+14,042
New +$2.7M 0.08% 185
2017
Q2 		– Sell
-48,864
Closed -$9.09M – 732
2017
Q1 		$9.09M Buy
+48,864
New +$8.89M 0.87% 26
2015
Q4 		– Sell
-25,003
Closed -$2.89M – 421
2015
Q3 		$2.89M Buy
+25,003
New +$3.35M 0.32% 74

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 $8.74B AUM 14.62% 1-Year Est. Return

LMR Partners's SIVB Position: Q1 2023 in Review

LMR Partners sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 59,425 shares — an estimated $13.7M sold.

LMR Partners first reported a position in SIVB in Q3 2015 and held it in 12 quarters. The position peaked at $35.6M in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • LMR Partners reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • LMR Partners sold 59,425 SVB Financial Group shares in Q1 2023, an estimated $13.7M.
  • LMR Partners first reported a position in SVB Financial Group in Q3 2015 and held it in 12 quarters.
  • LMR Partners's SVB Financial Group position peaked at $35.6M in Q1 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

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