Mackenzie Financial
SIVB

Mackenzie Financial’s SVB Financial Group SIVB Stock Holding History

Mackenzie Financial’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
-13,929
Closed -$3.21M – 1651
2022
Q4 		$3.21M Buy
13,929
+3,665
+36% +$910K 0.01% 584
2022
Q3 		$3.45M Sell
10,264
-361
-3% -$145K 0.01% 582
2022
Q2 		$4.2M Buy
10,625
+759
+8% +$358K 0.01% 568
2022
Q1 		$5.52M Sell
9,866
-95,078
-91% -$57.7M 0.01% 561
2021
Q4 		$71.2M Sell
104,944
-22,915
-18% -$16.1M 0.1% 204
2021
Q3 		$82.7M Sell
127,859
-2,534
-2% -$1.47M 0.12% 174
2021
Q2 		$72.6M Buy
130,393
+9,301
+8% +$5.16M 0.1% 195
2021
Q1 		$59.8M Buy
121,092
+119,329
+6,769% +$58.7M 0.09% 188
2020
Q4 		$684K Buy
1,763
+747
+74% +$242K ﹤0.01% 771
2020
Q3 		$244K Buy
1,016
+4
+0.4% +$941 ﹤0.01% 912
2020
Q2 		$218K Buy
+1,012
New +$195K ﹤0.01% 925
2020
Q1 		– Sell
-150,772
Closed -$37.9M – 1220
2019
Q4 		$37.9M Buy
150,772
+67,301
+81% +$15.3M 0.09% 196
2019
Q3 		$17.4M Buy
83,471
+4,990
+6% +$1.05M 0.05% 262
2019
Q2 		$17.6M Sell
78,481
-99,302
-56% -$23M 0.05% 254
2019
Q1 		$39.5M Buy
177,783
+84,786
+91% +$19.7M 0.1% 197
2018
Q4 		$17.7M Buy
92,997
+17,722
+24% +$4.33M 0.05% 272
2018
Q3 		$23.4M Buy
75,275
+38,744
+106% +$12.2M 0.06% 229
2018
Q2 		$10.5M Sell
36,531
-9,525
-21% -$2.8M 0.03% 317
2018
Q1 		$11.1M Buy
46,056
+410
+0.9% +$103K 0.03% 320
2017
Q4 		$10.7M Buy
45,646
+14,295
+46% +$3.05M 0.03% 346
2017
Q3 		$5.87M Buy
31,351
+29
+0.1% +$5.1K 0.03% 314
2017
Q2 		$5.51M Sell
31,322
-20,726
-40% -$3.71M 0.03% 302
2017
Q1 		$9.69M Buy
52,048
+48
+0.1% +$8.73K 0.06% 244
2016
Q4 		$8.93M Buy
+52,000
New +$7.46M 0.05% 239
2014
Q4 		– Sell
-7,700
Closed -$863K – 800
2014
Q3 		$863K Sell
7,700
-1,100
-13% -$122K ﹤0.01% 532
2014
Q2 		$1.03M Hold
8,800
– – ﹤0.01% 507
2014
Q1 		$1.13M Buy
+8,800
New +$1.03M 0.01% 473

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 $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Mackenzie Financial's SIVB Position: Q1 2023 in Review

Mackenzie Financial sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 13,929 shares — an estimated $3.21M sold.

Mackenzie Financial first reported a position in SIVB in Q1 2014 and held it in 27 quarters. The position peaked at $82.7M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Mackenzie Financial reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Mackenzie Financial sold 13,929 SVB Financial Group shares in Q1 2023, an estimated $3.21M.
  • Mackenzie Financial first reported a position in SVB Financial Group in Q1 2014 and held it in 27 quarters.
  • Mackenzie Financial's SVB Financial Group position peaked at $82.7M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Mackenzie Financial's 13F filing for Q1 2023, filed 24 Apr 2023.