Motley Fool Asset Management’s SVB Financial Group SIVB Stock Holding History

Motley Fool 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	-24,779	Closed	-$5.7M	–	211
2022 Q4	$5.7M	Sell	24,779 -955	-4%	-$237K	0.64%	46
2022 Q3	$8.64M	Sell	25,734 -609	-2%	-$245K	0.85%	40
2022 Q2	$10.9M	Buy	26,343 +7,743	+42%	+$3.65M	1.02%	31
2022 Q1	$10.4M	Sell	18,600 -827	-4%	-$502K	0.76%	40
2021 Q4	$13.2M	Buy	19,427 +125	+0.6%	+$88.1K	0.84%	37
2021 Q3	$12.5M	Buy	19,302 +1,302	+7%	+$755K	0.81%	40
2021 Q2	$10M	Hold	18,000	–	–	0.66%	50
2021 Q1	$8.89M	Buy	18,000 +8,000	+80%	+$3.93M	0.64%	50
2020 Q4	$3.88M	Hold	10,000	–	–	0.29%	76
2020 Q3	$2.41M	Hold	10,000	–	–	0.21%	86
2020 Q2	$2.15M	Hold	10,000	–	–	0.22%	78
2020 Q1	$1.51M	Hold	10,000	–	–	0.2%	81
2019 Q4	$2.51M	Hold	10,000	–	–	0.27%	68
2019 Q3	$2.09M	Hold	10,000	–	–	0.24%	68
2019 Q2	$2.25M	Hold	10,000	–	–	0.25%	72
2019 Q1	$2.22M	Hold	10,000	–	–	0.26%	71
2018 Q4	$1.9M	Sell	10,000 -698	-7%	-$171K	0.27%	67
2018 Q3	$3.33M	Buy	10,698 +131	+1%	+$41.3K	0.4%	65
2018 Q2	$3.05M	Buy	10,567 +567	+6%	+$167K	0.41%	64
2018 Q1	$2.4M	Buy	+10,000	New	+$2.51M	0.34%	64

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 Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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 Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

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

Motley Fool Asset Management's SIVB Position: Q1 2023 in Review

Motley Fool Asset Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 24,779 shares — an estimated $5.7M sold.

Motley Fool Asset Management first reported a position in SIVB in Q1 2018 and held it in 20 quarters. The position peaked at $13.2M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Motley Fool Asset Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Motley Fool Asset Management sold 24,779 SVB Financial Group shares in Q1 2023, an estimated $5.7M.
Motley Fool Asset Management first reported a position in SVB Financial Group in Q1 2018 and held it in 20 quarters.
Motley Fool Asset Management's SVB Financial Group position peaked at $13.2M in Q4 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Motley Fool Asset Management's 13F filing for Q1 2023, filed 10 May 2023.