Mercer Global Advisors
SIVB

Mercer Global Advisors’s SVB Financial Group SIVB Stock Holding History

Mercer Global Advisors’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
-2,601
Closed -$599K – 2094
2022
Q4 		$599K Buy
2,601
+239
+10% +$59.4K ﹤0.01% 1126
2022
Q3 		$793K Buy
2,362
+64
+3% +$25.8K ﹤0.01% 945
2022
Q2 		$908K Sell
2,298
-465
-17% -$219K 0.01% 889
2022
Q1 		$1.55M Sell
2,763
-1,512
-35% -$918K 0.01% 730
2021
Q4 		$2.9M Sell
4,275
-69
-2% -$48.6K 0.02% 507
2021
Q3 		$2.81M Buy
4,344
+446
+11% +$259K 0.02% 485
2021
Q2 		$2.17M Sell
3,898
-53
-1% -$29.4K 0.02% 538
2021
Q1 		$1.95M Buy
3,951
+2,677
+210% +$1.32M 0.02% 528
2020
Q4 		$494K Buy
+1,274
New +$413K 0.01% 864

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 $9.54B AUM 19.86% 1-Year Est. Return

Mercer Global Advisors's SIVB Position: Q1 2023 in Review

Mercer Global Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 2,601 shares — an estimated $599K sold.

Mercer Global Advisors first reported a position in SIVB in Q4 2020 and held it in 9 quarters. The position peaked at $2.9M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Mercer Global Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Mercer Global Advisors sold 2,601 SVB Financial Group shares in Q1 2023, an estimated $599K.
  • Mercer Global Advisors first reported a position in SVB Financial Group in Q4 2020 and held it in 9 quarters.
  • Mercer Global Advisors's SVB Financial Group position peaked at $2.9M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Mercer Global Advisors's 13F filing for Q1 2023, filed 16 May 2023.