Massachusetts Financial Services
SIVB

Massachusetts Financial Services’s SVB Financial Group SIVB Stock Holding History

Massachusetts Financial Services’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
-539,416
Closed -$124M – 899
2022
Q4 		$124M Buy
539,416
+315,150
+141% +$78.3M 0.04% 325
2022
Q3 		$75.3M Buy
224,266
+1,647
+0.7% +$663K 0.03% 383
2022
Q2 		$87.9M Buy
222,619
+6,429
+3% +$3.03M 0.03% 373
2022
Q1 		$121M Buy
216,190
+3,936
+2% +$2.39M 0.04% 358
2021
Q4 		$144M Sell
212,254
-43,191
-17% -$30.4M 0.04% 333
2021
Q3 		$165M Buy
255,445
+3,526
+1% +$2.04M 0.05% 287
2021
Q2 		$140M Sell
251,919
-3,671
-1% -$2.04M 0.04% 335
2021
Q1 		$126M Sell
255,590
-77,657
-23% -$38.2M 0.04% 343
2020
Q4 		$129M Sell
333,247
-30,658
-8% -$9.93M 0.04% 319
2020
Q3 		$87.6M Buy
363,905
+5,057
+1% +$1.19M 0.03% 349
2020
Q2 		$77.3M Buy
358,848
+24,746
+7% +$4.77M 0.03% 356
2020
Q1 		$50.5M Buy
334,102
+312,131
+1,421% +$68.7M 0.02% 374
2019
Q4 		$5.51M Buy
21,971
+2,390
+12% +$543K ﹤0.01% 639
2019
Q3 		$4.09M Buy
+19,581
New +$4.1M ﹤0.01% 668

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

Massachusetts Financial Services's SIVB Position: Q1 2023 in Review

Massachusetts Financial Services sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 539,416 shares — an estimated $124M sold.

Massachusetts Financial Services first reported a position in SIVB in Q3 2019 and held it in 14 quarters. The position peaked at $165M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Massachusetts Financial Services reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Massachusetts Financial Services sold 539,416 SVB Financial Group shares in Q1 2023, an estimated $124M.
  • Massachusetts Financial Services first reported a position in SVB Financial Group in Q3 2019 and held it in 14 quarters.
  • Massachusetts Financial Services's SVB Financial Group position peaked at $165M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Massachusetts Financial Services's 13F filing for Q1 2023, filed 10 May 2023.