Morgan Stanley
SIVB

Morgan Stanley’s SVB Financial Group SIVB Stock Holding History

Morgan Stanley’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
-1,540,231
Closed -$354M – 8031
2022
Q4 		$354M Buy
1,540,231
+337,708
+28% +$83.9M 0.04% 458
2022
Q3 		$404M Sell
1,202,523
-8,676
-0.7% -$3.49M 0.06% 337
2022
Q2 		$478M Buy
1,211,199
+226,697
+23% +$107M 0.06% 305
2022
Q1 		$551M Buy
984,502
+62,116
+7% +$37.7M 0.07% 247
2021
Q4 		$626M Sell
922,386
-49,607
-5% -$34.9M 0.08% 244
2021
Q3 		$629M Buy
971,993
+50,245
+5% +$29.1M 0.08% 222
2021
Q2 		$513M Sell
921,748
-56,779
-6% -$31.5M 0.07% 263
2021
Q1 		$483M Buy
978,527
+115,791
+13% +$56.9M 0.07% 254
2020
Q4 		$335M Sell
862,736
-56,386
-6% -$18.3M 0.05% 313
2020
Q3 		$221M Buy
919,122
+93,102
+11% +$21.9M 0.04% 356
2020
Q2 		$178M Sell
826,020
-106,720
-11% -$20.6M 0.04% 387
2020
Q1 		$141M Buy
932,740
+134,898
+17% +$29.7M 0.04% 403
2019
Q4 		$200M Buy
797,842
+37,550
+5% +$8.54M 0.05% 375
2019
Q3 		$159M Buy
760,292
+177,406
+30% +$37.2M 0.04% 410
2019
Q2 		$131M Sell
582,886
-64,735
-10% -$15M 0.03% 471
2019
Q1 		$144M Buy
647,621
+401,279
+163% +$93.4M 0.04% 426
2018
Q4 		$46.8M Sell
246,342
-82,794
-25% -$20.2M 0.01% 845
2018
Q3 		$102M Buy
329,136
+53,000
+19% +$16.7M 0.03% 590
2018
Q2 		$79.7M Sell
276,136
-29,434
-10% -$8.65M 0.02% 681
2018
Q1 		$73.3M Buy
305,570
+48,538
+19% +$12.2M 0.02% 721
2017
Q4 		$60.1M Buy
257,032
+29,657
+13% +$6.32M 0.02% 825
2017
Q3 		$42.5M Buy
227,375
+31,570
+16% +$5.55M 0.01% 1004
2017
Q2 		$34.4M Buy
195,805
+10,701
+6% +$1.92M 0.01% 1125
2017
Q1 		$34.4M Buy
185,104
+36,113
+24% +$6.57M 0.01% 1139
2016
Q4 		$25.6M Buy
148,991
+24,325
+20% +$3.49M 0.01% 1327
2016
Q3 		$13.8M Sell
124,666
-17,007
-12% -$1.77M ﹤0.01% 1748
2016
Q2 		$13.5M Buy
141,673
+47,121
+50% +$4.82M ﹤0.01% 1731
2016
Q1 		$9.65M Sell
94,552
-206,771
-69% -$20M ﹤0.01% 1897
2015
Q4 		$35.8M Buy
301,323
+133,205
+79% +$16.5M 0.01% 1000
2015
Q3 		$19.4M Buy
168,118
+49,153
+41% +$6.59M 0.01% 1405
2015
Q2 		$17.1M Buy
118,965
+53,844
+83% +$7.28M 0.01% 1637
2015
Q1 		$8.27M Buy
65,121
+20,236
+45% +$2.42M ﹤0.01% 2262
2014
Q4 		$5.21M Buy
44,885
+6,475
+17% +$706K ﹤0.01% 2694
2014
Q3 		$4.3M Buy
38,410
+14,177
+59% +$1.57M ﹤0.01% 2752
2014
Q2 		$2.83M Sell
24,233
-19,737
-45% -$2.2M ﹤0.01% 3207
2014
Q1 		$5.66M Buy
43,970
+5,811
+15% +$679K ﹤0.01% 2473
2013
Q4 		$4M Buy
38,159
+13,262
+53% +$1.3M ﹤0.01% 2779
2013
Q3 		$2.15M Buy
24,897
+4,034
+19% +$349K ﹤0.01% 3157
2013
Q2 		$1.74M Buy
+20,863
New +$1.53M ﹤0.01% 3274

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

Morgan Stanley's SIVB Position: Q1 2023 in Review

Morgan Stanley sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,540,231 shares — an estimated $354M sold.

Morgan Stanley first reported a position in SIVB in Q2 2013 and held it in 39 quarters. The position peaked at $629M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Morgan Stanley reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Morgan Stanley sold 1,540,231 SVB Financial Group shares in Q1 2023, an estimated $354M.
  • Morgan Stanley first reported a position in SVB Financial Group in Q2 2013 and held it in 39 quarters.
  • Morgan Stanley's SVB Financial Group position peaked at $629M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Morgan Stanley's 13F filing for Q1 2023, filed 15 May 2023.