Millennium Management
SIVB

Millennium Management’s SVB Financial Group SIVB Stock Holding History

Millennium 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
2021
Q2 		– Sell
-1,000
Closed -$494K – 7493
2021
Q1 		$494K Buy
+1,000
New +$492K ﹤0.01% 4842
2020
Q2 		– Sell
-4,200
Closed -$635K – 4880
2020
Q1 		$635K Buy
+4,200
New +$924K ﹤0.01% 2739
2013
Q4 		– Sell
-3,800
Closed -$328K – 4152
2013
Q3 		$328K Buy
+3,800
New +$328K ﹤0.01% 2810

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

Millennium Management's SIVB Position: Q1 2023 in Review

Millennium Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 152,412 shares — an estimated $35.1M sold.

Millennium Management first reported a position in SIVB in Q4 2013 and held it in 35 quarters. The position peaked at $223M in Q2 2018. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Millennium Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Millennium Management sold 152,412 SVB Financial Group shares in Q1 2023, an estimated $35.1M.
  • Millennium Management first reported a position in SVB Financial Group in Q4 2013 and held it in 35 quarters.
  • Millennium Management's SVB Financial Group position peaked at $223M in Q2 2018.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Millennium Management's 13F filing for Q1 2023, filed 15 May 2023.