Mitsubishi UFJ Trust & Banking
SIVB

Mitsubishi UFJ Trust & Banking’s SVB Financial Group SIVB Stock Holding History

Mitsubishi UFJ Trust & Banking’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
-34,563
Closed -$7.95M – 1192
2022
Q4 		$7.95M Buy
34,563
+2,177
+7% +$541K 0.02% 587
2022
Q3 		$10.9M Buy
32,386
+1,054
+3% +$424K 0.03% 500
2022
Q2 		$12.4M Buy
31,332
+121
+0.4% +$57K 0.03% 490
2022
Q1 		$17.5M Sell
31,211
-1,761
-5% -$1.07M 0.04% 433
2021
Q4 		$22.4M Buy
32,972
+3,458
+12% +$2.44M 0.05% 383
2021
Q3 		$19.1M Buy
29,514
+509
+2% +$295K 0.04% 427
2021
Q2 		$16.1M Sell
29,005
-3,790
-12% -$2.1M 0.03% 488
2021
Q1 		$16M Sell
32,795
-7,266
-18% -$3.57M 0.04% 482
2020
Q4 		$15.5M Sell
40,061
-1,665
-4% -$540K 0.03% 502
2020
Q3 		$10M Sell
41,726
-1,895
-4% -$446K 0.02% 562
2020
Q2 		$9.4M Buy
43,621
+1,209
+3% +$233K 0.02% 565
2020
Q1 		$6.41M Buy
42,412
+2,772
+7% +$610K 0.02% 598
2019
Q4 		$9.95M Sell
39,640
-924
-2% -$210K 0.02% 588
2019
Q3 		$8.36M Sell
40,564
-934
-2% -$196K 0.02% 615
2019
Q2 		$9.18M Buy
41,498
+855
+2% +$198K 0.03% 530
2019
Q1 		$9.05M Buy
40,643
+592
+1% +$138K 0.03% 523
2018
Q4 		$7.61M Buy
40,051
+229
+0.6% +$56K 0.03% 538
2018
Q3 		$12.4M Sell
39,822
-67,768
-63% -$21.4M 0.04% 441
2018
Q2 		$31.1M Buy
107,590
+3,315
+3% +$974K 0.05% 400
2018
Q1 		$25M Buy
104,275
+255
+0.2% +$64K 0.04% 449
2017
Q4 		$24.3M Buy
104,020
+468
+0.5% +$99.7K 0.04% 470
2017
Q3 		$19.4M Sell
103,552
-833
-0.8% -$146K 0.04% 523
2017
Q2 		$18.4M Buy
104,385
+95,885
+1,128% +$17.2M 0.04% 532
2017
Q1 		$1.58M Sell
8,500
-600
-7% -$109K ﹤0.01% 707
2016
Q4 		$1.56M Sell
9,100
-4,000
-31% -$573K ﹤0.01% 717
2016
Q3 		$1.45M Sell
13,100
-6,450
-33% -$671K ﹤0.01% 708
2016
Q2 		$1.86M Sell
19,550
-7,600
-28% -$778K ﹤0.01% 709
2016
Q1 		$2.77M Sell
27,150
-1,900
-7% -$184K 0.01% 701
2015
Q4 		$3.45M Sell
29,050
-1,400
-5% -$174K 0.01% 700
2015
Q3 		$3.52M Buy
30,450
+200
+0.7% +$26.8K 0.01% 693
2015
Q2 		$4.36M Sell
30,250
-3,300
-10% -$446K 0.01% 691
2015
Q1 		$4.26M Sell
33,550
-5,400
-14% -$645K 0.01% 682
2014
Q4 		$4.52M Hold
38,950
– – 0.01% 686
2014
Q3 		$4.37M Buy
38,950
+2,000
+5% +$222K 0.01% 670
2014
Q2 		$4.31M Buy
+36,950
New +$4.12M 0.01% 674

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

Mitsubishi UFJ Trust & Banking's SIVB Position: Q1 2023 in Review

Mitsubishi UFJ Trust & Banking sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 34,563 shares — an estimated $7.95M sold.

Mitsubishi UFJ Trust & Banking first reported a position in SIVB in Q2 2014 and held it in 35 quarters. The position peaked at $31.1M in Q2 2018. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Mitsubishi UFJ Trust & Banking reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Mitsubishi UFJ Trust & Banking sold 34,563 SVB Financial Group shares in Q1 2023, an estimated $7.95M.
  • Mitsubishi UFJ Trust & Banking first reported a position in SVB Financial Group in Q2 2014 and held it in 35 quarters.
  • Mitsubishi UFJ Trust & Banking's SVB Financial Group position peaked at $31.1M in Q2 2018.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q1 2023, filed 10 May 2023.