MOACM
SIVB

Mutual of America Capital Management’s SVB Financial Group SIVB Stock Holding History

Mutual of America Capital 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
-14,563
Closed -$3.35M – 1490
2022
Q4 		$3.35M Buy
14,563
+1,120
+8% +$278K 0.04% 668
2022
Q3 		$4.51M Buy
13,443
+879
+7% +$354K 0.06% 450
2022
Q2 		$4.96M Buy
12,564
+637
+5% +$300K 0.06% 448
2022
Q1 		$6.67M Buy
11,927
+1,143
+11% +$694K 0.07% 390
2021
Q4 		$7.31M Buy
10,784
+80
+0.7% +$56.4K 0.07% 356
2021
Q3 		$6.92M Buy
10,704
+596
+6% +$346K 0.07% 351
2021
Q2 		$5.62M Buy
10,108
+187
+2% +$104K 0.06% 463
2021
Q1 		$4.9M Sell
9,921
-1,190
-11% -$585K 0.05% 518
2020
Q4 		$4.31M Sell
11,111
-200
-2% -$64.8K 0.05% 535
2020
Q3 		$2.72M Sell
11,311
-291
-3% -$68.5K 0.04% 662
2020
Q2 		$2.5M Buy
11,602
+2,420
+26% +$466K 0.04% 722
2020
Q1 		$1.39M Buy
9,182
+127
+1% +$28K 0.02% 866
2019
Q4 		$2.27M Sell
9,055
-1,317
-13% -$299K 0.03% 855
2019
Q3 		$2.17M Sell
10,372
-714
-6% -$150K 0.03% 823
2019
Q2 		$2.49M Sell
11,086
-3,915
-26% -$905K 0.04% 779
2019
Q1 		$3.34M Sell
15,001
-23
-0.2% -$5.36K 0.05% 611
2018
Q4 		$2.85M Sell
15,024
-36,866
-71% -$9.01M 0.05% 619
2018
Q3 		$16.1M Sell
51,890
-13,151
-20% -$4.15M 0.23% 60
2018
Q2 		$18.8M Sell
65,041
-19,974
-23% -$5.87M 0.28% 44
2018
Q1 		$20.4M Sell
85,015
-36,347
-30% -$9.12M 0.32% 38
2017
Q4 		$28.4M Sell
121,362
-4,875
-4% -$1.04M 0.43% 28
2017
Q3 		$23.6M Buy
126,237
+240
+0.2% +$42.2K 0.39% 31
2017
Q2 		$22.1M Sell
125,997
-8,257
-6% -$1.48M 0.38% 29
2017
Q1 		$25M Buy
134,254
+2,396
+2% +$436K 0.44% 24
2016
Q4 		$22.6M Buy
131,858
+4,083
+3% +$585K 0.43% 25
2016
Q3 		$14.1M Buy
127,775
+3,834
+3% +$399K 0.28% 45
2016
Q2 		$11.8M Buy
123,941
+10,168
+9% +$1.04M 0.25% 56
2016
Q1 		$11.6M Buy
113,773
+1,862
+2% +$180K 0.26% 57
2015
Q4 		$13.3M Buy
111,911
+5,966
+6% +$740K 0.3% 48
2015
Q3 		$12.2M Buy
105,945
+1,063
+1% +$142K 0.29% 45
2015
Q2 		$15.1M Buy
104,882
+500
+0.5% +$67.6K 0.33% 37
2015
Q1 		$13.3M Buy
104,382
+3,746
+4% +$448K 0.29% 50
2014
Q4 		$11.7M Buy
100,636
+3,245
+3% +$354K 0.26% 51
2014
Q3 		$10.9M Buy
97,391
+4,261
+5% +$473K 0.26% 47
2014
Q2 		$10.9M Buy
93,130
+4,101
+5% +$457K 0.25% 47
2014
Q1 		$11.5M Buy
89,029
+885
+1% +$103K 0.28% 42
2013
Q4 		$9.24M Buy
88,144
+3,687
+4% +$361K 0.23% 67
2013
Q3 		$7.29M Buy
84,457
+4,614
+6% +$399K 0.2% 77
2013
Q2 		$6.65M Buy
+79,843
New +$5.84M 0.2% 83

Other funds holding SIVB

TAMH
Taikang Asset Management (HK) Hong Kong $1.1B AUM 50.43% 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
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

Mutual of America Capital Management's SIVB Position: Q1 2023 in Review

Mutual of America Capital Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 14,563 shares — an estimated $3.35M sold.

Mutual of America Capital Management first reported a position in SIVB in Q2 2013 and held it in 39 quarters. The position peaked at $28.4M in Q4 2017. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Mutual of America Capital Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Mutual of America Capital Management sold 14,563 SVB Financial Group shares in Q1 2023, an estimated $3.35M.
  • Mutual of America Capital Management first reported a position in SVB Financial Group in Q2 2013 and held it in 39 quarters.
  • Mutual of America Capital Management's SVB Financial Group position peaked at $28.4M in Q4 2017.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Mutual of America Capital Management's 13F filing for Q1 2023, filed 4 May 2023.