MA
SIVB

Montag & Associates’s SVB Financial Group SIVB Stock Holding History

Montag & Associates’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
-4
Closed -$921 – 969
2022
Q4 		$921 Buy
+4
New +$994 ﹤0.01% 905

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

Montag & Associates's SIVB Position: Q1 2023 in Review

Montag & Associates sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 4 shares — an estimated $921 sold.

Montag & Associates first reported a position in SIVB in Q4 2022 and held it in 1 quarter. The position peaked at $921 in Q4 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Montag & Associates reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Montag & Associates sold 4 SVB Financial Group shares in Q1 2023, an estimated $921.
  • Montag & Associates first reported a position in SVB Financial Group in Q4 2022 and held it in 1 quarter.
  • Montag & Associates's SVB Financial Group position peaked at $921 in Q4 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Montag & Associates's 13F filing for Q1 2023, filed 11 May 2023.