Northwestern Mutual Investment Management Company’s SVB Financial Group SIVB Stock Holding History

Northwestern Mutual Investment Management Company’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	-1,852	Closed	-$426K	–	898
2022 Q4	$426K	Sell	1,852 -342	-16%	-$85K	0.01%	594
2022 Q3	$737K	Sell	2,194 -158	-7%	-$63.6K	0.02%	443
2022 Q2	$929K	Buy	2,352 +15	+0.6%	+$7.07K	0.02%	403
2022 Q1	$1.31M	Sell	2,337 -302	-11%	-$183K	0.03%	342
2021 Q4	$1.79M	Sell	2,639 -25	-0.9%	-$17.6K	0.03%	271
2021 Q3	$1.72M	Buy	2,664 +198	+8%	+$115K	0.03%	248
2021 Q2	$1.37M	Buy	2,466 +110	+5%	+$61K	0.02%	326
2021 Q1	$1.16M	Sell	2,356 -487	-17%	-$239K	0.02%	383
2020 Q4	$1.1M	Buy	2,843 +13	+0.5%	+$4.21K	0.01%	589
2020 Q3	$610K	Hold	2,830	–	–	0.01%	733
2020 Q2	$610K	Buy	2,830 +123	+5%	+$23.7K	0.01%	735
2020 Q1	$409K	Buy	2,707 +704	+35%	+$155K	0.01%	765
2019 Q4	$503K	Buy	2,003 +41	+2%	+$9.32K	0.01%	774
2019 Q3	$410K	Sell	1,962 -22	-1%	-$4.61K	0.01%	805
2019 Q2	$446K	Sell	1,984 -6,013	-75%	-$1.39M	0.01%	772
2019 Q1	$1.78M	Sell	7,997 -27	-0.3%	-$6.29K	0.03%	412
2018 Q4	$1.52M	Sell	8,024 -1,288	-14%	-$315K	0.03%	432
2018 Q3	$2.89M	Sell	9,312 -832	-8%	-$263K	0.04%	329
2018 Q2	$2.93M	Buy	10,144 +521	+5%	+$153K	0.04%	343
2018 Q1	$2.31M	Buy	9,623 +2,716	+39%	+$682K	0.04%	394
2017 Q4	$1.61M	Buy	6,907 +14	+0.2%	+$2.98K	0.03%	470
2017 Q3	$1.29M	Sell	6,893 -2,143	-24%	-$377K	0.02%	489
2017 Q2	$1.59M	Buy	9,036 +21	+0.2%	+$3.76K	0.03%	470
2017 Q1	$1.68M	Buy	9,015 +38	+0.4%	+$6.91K	0.03%	452
2016 Q4	$1.54M	Buy	8,977 +16	+0.2%	+$2.29K	0.03%	325
2016 Q3	$991K	Buy	8,961 +18	+0.2%	+$1.87K	0.02%	452
2016 Q2	$851K	Buy	8,943 +39	+0.4%	+$3.99K	0.02%	343
2016 Q1	$909K	Buy	8,904 +5,114	+135%	+$495K	0.02%	323
2015 Q4	$451K	Hold	3,790	–	–	0.01%	563
2015 Q3	$438K	Hold	3,790	–	–	0.01%	571
2015 Q2	$546K	Buy	3,790 +3,300	+673%	+$446K	0.01%	560
2015 Q1	$62K	Buy	+490	New	+$58.5K	﹤0.01%	829

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 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

Northwestern Mutual Investment Management Company's SIVB Position: Q1 2023 in Review

Northwestern Mutual Investment Management Company sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,852 shares — an estimated $426K sold.

Northwestern Mutual Investment Management Company first reported a position in SIVB in Q1 2015 and held it in 32 quarters. The position peaked at $2.93M in Q2 2018. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Northwestern Mutual Investment Management Company reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Northwestern Mutual Investment Management Company sold 1,852 SVB Financial Group shares in Q1 2023, an estimated $426K.
Northwestern Mutual Investment Management Company first reported a position in SVB Financial Group in Q1 2015 and held it in 32 quarters.
Northwestern Mutual Investment Management Company's SVB Financial Group position peaked at $2.93M in Q2 2018.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Northwestern Mutual Investment Management Company's 13F filing for Q1 2023, filed 15 May 2023.