MLL
SIVB

Moody Lynn & Lieberson’s SVB Financial Group SIVB Stock Holding History

Moody Lynn & Lieberson’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
-20,939
Closed -$4.82M – 231
2022
Q4 		$4.82M Sell
20,939
-9,190
-31% -$2.28M 0.44% 49
2022
Q3 		$10.1M Sell
30,129
-1,193
-4% -$480K 0.98% 38
2022
Q2 		$12.4M Sell
31,322
-1,149
-4% -$541K 1.11% 31
2022
Q1 		$18.2M Sell
32,471
-19,793
-38% -$12M 1.33% 30
2021
Q4 		$35.4M Buy
52,264
+259
+0.5% +$182K 2.38% 9
2021
Q3 		$33.6M Buy
52,005
+13,185
+34% +$7.65M 2.52% 8
2021
Q2 		$21.6M Buy
38,820
+2,241
+6% +$1.24M 1.63% 23
2021
Q1 		$18.1M Buy
36,579
+328
+0.9% +$161K 1.5% 23
2020
Q4 		$14.1M Buy
36,251
+8,066
+29% +$2.61M 1.21% 33
2020
Q3 		$6.78M Buy
+28,185
New +$6.63M 0.67% 44
2020
Q1 		– Sell
-1,560
Closed -$392K – 212
2019
Q4 		$392K Buy
1,560
+11
+0.7% +$2.5K 0.04% 173
2019
Q3 		$324K Sell
1,549
-14,520
-90% -$3.04M 0.04% 159
2019
Q2 		$3.61M Sell
16,069
-11,521
-42% -$2.66M 0.4% 61
2019
Q1 		$6.13M Buy
27,590
+24,107
+692% +$5.61M 0.7% 48
2018
Q4 		$661K Sell
3,483
-119
-3% -$29.1K 0.09% 110
2018
Q3 		$1.12M Buy
3,602
+102
+3% +$32.2K 0.12% 101
2018
Q2 		$1.01M Sell
3,500
-63
-2% -$18.5K 0.12% 102
2018
Q1 		$855K Sell
3,563
-19
-0.5% -$4.77K 0.1% 109
2017
Q4 		$885K Sell
3,582
-4
-0.1% -$852 0.09% 112
2017
Q3 		$671K Sell
3,586
-3,115
-46% -$548K 0.08% 132
2017
Q2 		$1.18M Buy
6,701
+3,759
+128% +$673K 0.15% 91
2017
Q1 		$547K Buy
2,942
+8
+0.3% +$1.46K 0.08% 113
2016
Q4 		$504K Sell
2,934
-763
-21% -$109K 0.07% 111
2016
Q3 		$409K Buy
+3,697
New +$385K 0.07% 128
2015
Q3 		– Sell
-27,784
Closed -$4M – 210
2015
Q2 		$4M Buy
27,784
+26,034
+1,488% +$3.52M 0.64% 56
2015
Q1 		$222K Hold
1,750
– – 0.04% 174
2014
Q4 		$203K Buy
+1,750
New +$191K 0.03% 186
2014
Q3 		– Sell
-1,750
Closed -$204K – 225
2014
Q2 		$204K Hold
1,750
– – 0.03% 191
2014
Q1 		$225K Buy
+1,750
New +$204K 0.03% 182

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

Moody Lynn & Lieberson's SIVB Position: Q1 2023 in Review

Moody Lynn & Lieberson sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 20,939 shares — an estimated $4.82M sold.

Moody Lynn & Lieberson first reported a position in SIVB in Q1 2014 and held it in 29 quarters. The position peaked at $35.4M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Moody Lynn & Lieberson reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 20,939 SVB Financial Group shares in Q1 2023, an estimated $4.82M.
  • Moody Lynn & Lieberson first reported a position in SVB Financial Group in Q1 2014 and held it in 29 quarters.
  • Moody Lynn & Lieberson's SVB Financial Group position peaked at $35.4M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2023, filed 2 May 2023.