MGIM
SIVB

M&G Investment Management’s SVB Financial Group SIVB Stock Holding History

M&G Investment 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
-38,673
Closed -$8.89M – 487
2022
Q4 		$8.89M Buy
38,673
+24,774
+178% +$6.15M 0.04% 187
2022
Q3 		$4.67K Buy
+13,899
New +$5.59M 0.03% 225
2021
Q3 		– Sell
-5,382
Closed -$2.99K – 810
2021
Q2 		$2.99K Buy
5,382
+2,737
+103% +$1.52M 0.01% 471
2021
Q1 		$1.31K Buy
+2,645
New +$1.3M ﹤0.01% 324
2020
Q4 		– Sell
-3,520
Closed -$848K – 500
2020
Q3 		$848K Buy
+3,520
New +$828K 0.01% 305

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

M&G Investment Management's SIVB Position: Q1 2023 in Review

M&G Investment Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 38,673 shares — an estimated $8.89M sold.

M&G Investment Management first reported a position in SIVB in Q3 2020 and held it in 5 quarters. The position peaked at $8.89M in Q4 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • M&G Investment Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • M&G Investment Management sold 38,673 SVB Financial Group shares in Q1 2023, an estimated $8.89M.
  • M&G Investment Management first reported a position in SVB Financial Group in Q3 2020 and held it in 5 quarters.
  • M&G Investment Management's SVB Financial Group position peaked at $8.89M in Q4 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on M&G Investment Management's 13F filing for Q1 2023, filed 11 May 2023.