Mitsubishi UFJ Asset Management
SIVB

Mitsubishi UFJ Asset Management’s SVB Financial Group SIVB Stock Holding History

Mitsubishi UFJ Asset 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
-43,154
Closed -$9.72M – 1141
2022
Q4 		$9.72M Buy
43,154
+6,356
+17% +$1.58M 0.03% 444
2022
Q3 		$12.4M Buy
36,798
+122
+0.3% +$49.1K 0.04% 355
2022
Q2 		$14.5M Sell
36,676
-1,002
-3% -$472K 0.06% 302
2022
Q1 		$21.1M Buy
37,678
+1,919
+5% +$1.16M 0.08% 237
2021
Q4 		$24.6M Buy
35,759
+2,017
+6% +$1.42M 0.1% 199
2021
Q3 		$21.8M Buy
33,742
+5,120
+18% +$2.97M 0.11% 191
2021
Q2 		$15.9M Buy
28,622
+3,656
+15% +$2.03M 0.09% 249
2021
Q1 		$12.3M Buy
24,966
+673
+3% +$331K 0.08% 269
2020
Q4 		$9.42M Sell
24,293
-2,458
-9% -$796K 0.07% 300
2020
Q3 		$6.44M Buy
26,751
+1,833
+7% +$431K 0.06% 330
2020
Q2 		$5.37M Buy
24,918
+15,331
+160% +$2.95M 0.06% 315
2020
Q1 		$1.45M Sell
9,587
-6,741
-41% -$1.48M 0.02% 544
2019
Q4 		$4.09M Buy
16,328
+7,849
+93% +$1.78M 0.05% 355
2019
Q3 		$1.77M Buy
8,479
+184
+2% +$38.6K 0.03% 484
2019
Q2 		$1.86M Buy
8,295
+433
+6% +$100K 0.03% 472
2019
Q1 		$1.75M Buy
7,862
+823
+12% +$192K 0.04% 436
2018
Q4 		$1.33M Sell
7,039
-4,813
-41% -$1.18M 0.03% 451
2018
Q3 		$3.68M Buy
11,852
+3,800
+47% +$1.2M 0.08% 251
2018
Q2 		$2.33M Buy
8,052
+800
+11% +$235K 0.05% 351
2018
Q1 		$1.74M Buy
7,252
+189
+3% +$47.4K 0.04% 427
2017
Q4 		$1.68M Buy
7,063
+31
+0.4% +$6.61K 0.04% 467
2017
Q3 		$1.32M Buy
7,032
+232
+3% +$40.8K 0.03% 505
2017
Q2 		$1.2M Buy
6,800
+6,170
+979% +$1.11M 0.03% 527
2017
Q1 		$117K Buy
+630
New +$115K ﹤0.01% 775

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

Mitsubishi UFJ Asset Management's SIVB Position: Q1 2023 in Review

Mitsubishi UFJ Asset Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 43,154 shares — an estimated $9.72M sold.

Mitsubishi UFJ Asset Management first reported a position in SIVB in Q1 2017 and held it in 24 quarters. The position peaked at $24.6M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Mitsubishi UFJ Asset Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Mitsubishi UFJ Asset Management sold 43,154 SVB Financial Group shares in Q1 2023, an estimated $9.72M.
  • Mitsubishi UFJ Asset Management first reported a position in SVB Financial Group in Q1 2017 and held it in 24 quarters.
  • Mitsubishi UFJ Asset Management's SVB Financial Group position peaked at $24.6M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q1 2023, filed 8 May 2023.