Luther King Capital Management (LKCM)
SIVB

Luther King Capital Management (LKCM)’s SVB Financial Group SIVB Stock Holding History

Luther King Capital Management (LKCM)’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
-7,121
Closed -$1.64M – 593
2022
Q4 		$1.64M Sell
7,121
-7,426
-51% -$1.84M 0.01% 319
2022
Q3 		$4.88M Buy
14,547
+5,589
+62% +$2.25M 0.03% 180
2022
Q2 		$3.54M Sell
8,958
-3,949
-31% -$1.86M 0.02% 219
2022
Q1 		$7.22M Buy
12,907
+5,065
+65% +$3.07M 0.04% 169
2021
Q4 		$5.32M Sell
7,842
-15
-0.2% -$10.6K 0.02% 201
2021
Q3 		$5.08M Sell
7,857
-435
-5% -$252K 0.03% 204
2021
Q2 		$4.61M Sell
8,292
-89
-1% -$49.4K 0.02% 222
2021
Q1 		$4.14M Sell
8,381
-73
-0.9% -$35.9K 0.02% 217
2020
Q4 		$3.28M Buy
8,454
+14
+0.2% +$4.54K 0.02% 225
2020
Q3 		$2.03M Buy
8,440
+68
+0.8% +$16K 0.01% 255
2020
Q2 		$1.8M Sell
8,372
-325
-4% -$62.6K 0.01% 247
2020
Q1 		$1.31M Sell
8,697
-224
-3% -$49.3K 0.01% 263
2019
Q4 		$2.24M Buy
8,921
+1,536
+21% +$349K 0.02% 276
2019
Q3 		$1.54M Buy
7,385
+53
+0.7% +$11.1K 0.01% 302
2019
Q2 		$1.65M Sell
7,332
-3,343
-31% -$773K 0.01% 289
2019
Q1 		$2.37M Buy
10,675
+210
+2% +$48.9K 0.02% 247
2018
Q4 		$1.99M Buy
10,465
+280
+3% +$68.5K 0.02% 258
2018
Q3 		$3.17M Sell
10,185
-515
-5% -$162K 0.02% 237
2018
Q2 		$3.09M Sell
10,700
-1,870
-15% -$549K 0.03% 238
2018
Q1 		$3.02M Buy
12,570
+4,425
+54% +$1.11M 0.03% 237
2017
Q4 		$1.9M Sell
8,145
-4,240
-34% -$903K 0.02% 301
2017
Q3 		$2.32M Sell
12,385
-75
-0.6% -$13.2K 0.02% 272
2017
Q2 		$2.19M Sell
12,460
-185
-1% -$33.1K 0.02% 273
2017
Q1 		$2.35M Sell
12,645
-4,120
-25% -$749K 0.02% 277
2016
Q4 		$2.88M Sell
16,765
-70,540
-81% -$10.1M 0.03% 263
2016
Q3 		$9.65M Sell
87,305
-14,965
-15% -$1.56M 0.09% 164
2016
Q2 		$9.73M Buy
102,270
+5,450
+6% +$558K 0.1% 178
2016
Q1 		$9.88M Buy
+96,820
New +$9.37M 0.1% 181

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

Luther King Capital Management (LKCM)'s SIVB Position: Q1 2023 in Review

Luther King Capital Management (LKCM) sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 7,121 shares — an estimated $1.64M sold.

Luther King Capital Management (LKCM) first reported a position in SIVB in Q1 2016 and held it in 28 quarters. The position peaked at $9.88M in Q1 2016. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Luther King Capital Management (LKCM) reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 7,121 SVB Financial Group shares in Q1 2023, an estimated $1.64M.
  • Luther King Capital Management (LKCM) first reported a position in SVB Financial Group in Q1 2016 and held it in 28 quarters.
  • Luther King Capital Management (LKCM)'s SVB Financial Group position peaked at $9.88M in Q1 2016.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2023, filed 11 May 2023.