North Star Investment Management’s SVB Financial Group SIVB Stock Holding History

North Star Investment 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	-350	Closed	-$80.5K	–	1352
2022 Q4	$80.5K	Hold	350	–	–	0.01%	522
2022 Q3	$118K	Hold	350	–	–	0.01%	426
2022 Q2	$138K	Hold	350	–	–	0.01%	407
2022 Q1	$196K	Hold	350	–	–	0.02%	385
2021 Q4	$237K	Hold	350	–	–	0.02%	378
2021 Q3	$226K	Hold	350	–	–	0.02%	371
2021 Q2	$195K	Hold	350	–	–	0.02%	392
2021 Q1	$173K	Hold	350	–	–	0.02%	379
2020 Q4	$136K	Hold	350	–	–	0.01%	395
2020 Q3	$84K	Hold	350	–	–	0.01%	434
2020 Q2	$75K	Hold	350	–	–	0.01%	431
2020 Q1	$53K	Hold	350	–	–	0.01%	476
2019 Q4	$88K	Sell	350 -3	-0.8%	-$682	0.01%	452
2019 Q3	$74K	Buy	+353	New	+$74K	0.01%	477
2019 Q2	–	Sell	-350	Closed	-$78K	–	1058
2019 Q1	$78K	Buy	+350	New	+$81.5K	0.01%	482

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

North Star Investment Management's SIVB Position: Q1 2023 in Review

North Star Investment Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 350 shares — an estimated $80.5K sold.

North Star Investment Management first reported a position in SIVB in Q1 2019 and held it in 15 quarters. The position peaked at $237K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

North Star Investment Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
North Star Investment Management sold 350 SVB Financial Group shares in Q1 2023, an estimated $80.5K.
North Star Investment Management first reported a position in SVB Financial Group in Q1 2019 and held it in 15 quarters.
North Star Investment Management's SVB Financial Group position peaked at $237K in Q4 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on North Star Investment Management's 13F filing for Q1 2023, filed 27 Apr 2023.