Nuveen’s SVB Financial Group SIVB Stock Holding History

Nuveen’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	-224,351	Closed	-$51.6M	–	3190
2022 Q4	$51.6M	Sell	224,351 -14,594	-6%	-$3.63M	0.02%	531
2022 Q3	$80.2M	Sell	238,945 -13,995	-6%	-$5.63M	0.03%	410
2022 Q2	$99.9M	Buy	252,940 +27,633	+12%	+$13M	0.04%	373
2022 Q1	$127M	Sell	225,307 -8,863	-4%	-$5.38M	0.04%	370
2021 Q4	$159M	Sell	234,170 -15,822	-6%	-$11.1M	0.05%	327
2021 Q3	$162M	Buy	249,992 +25,575	+11%	+$14.8M	0.05%	318
2021 Q2	$125M	Buy	224,417 +59,826	+36%	+$33.2M	0.04%	407
2021 Q1	$81.3M	Sell	164,591 -7,164	-4%	-$3.52M	0.03%	530
2020 Q4	$66.6M	Sell	171,755 -6,294	-4%	-$2.04M	0.02%	567
2020 Q3	$42.8M	Sell	178,049 -10,321	-5%	-$2.43M	0.02%	638
2020 Q2	$40.6M	Buy	188,370 +4,382	+2%	+$844K	0.02%	630
2020 Q1	$27.8M	Sell	183,988 -34,074	-16%	-$7.5M	0.01%	727
2019 Q4	$54.7M	Buy	218,062 +53,578	+33%	+$12.2M	0.02%	626
2019 Q3	$34.4M	Sell	164,484 -86,012	-34%	-$18M	0.01%	847
2019 Q2	$56.3M	Buy	250,496 +231,904	+1,247%	+$53.6M	0.02%	617
2019 Q1	$4.13M	Buy	18,592 +1,812	+11%	+$422K	0.02%	538
2018 Q4	$3.19M	Buy	16,780 +14,636	+683%	+$3.58M	0.02%	551
2018 Q3	$666K	Buy	+2,144	New	+$676K	﹤0.01%	811
2017 Q3	–	Sell	-5,189	Closed	-$912K	–	1207
2017 Q2	$912K	Sell	5,189 -46,710	-90%	-$8.37M	0.01%	777
2017 Q1	$9.66M	Sell	51,899 -5,578	-10%	-$1.01M	0.06%	428
2016 Q4	$9.87M	Buy	57,477 +36,603	+175%	+$5.25M	0.05%	463
2016 Q3	$2.31M	Hold	20,874	–	–	0.01%	733
2016 Q2	$1.99M	Sell	20,874 -1,126	-5%	-$115K	0.01%	751
2016 Q1	$2.25K	Sell	22,000 -142	-0.6%	-$13.7K	0.01%	696
2015 Q4	$2.63K	Hold	22,142	–	–	0.01%	657
2015 Q3	$2.56K	Sell	22,142 -97,659	-82%	-$13.1M	0.01%	671
2015 Q2	$17.2K	Buy	119,801 +88,784	+286%	+$12M	0.09%	274
2015 Q1	$3.94M	Buy	31,017 +597	+2%	+$71.3K	0.02%	584
2014 Q4	$3.53M	Buy	30,420 +1,271	+4%	+$139K	0.02%	641
2014 Q3	$3.27M	Buy	29,149 +2,636	+10%	+$292K	0.02%	647
2014 Q2	$3.09M	Sell	26,513 -1,309	-5%	-$146K	0.02%	660
2014 Q1	$3.58M	Sell	27,822 -3,213	-10%	-$375K	0.02%	610
2013 Q4	$3.25M	Buy	31,035 +1,042	+3%	+$102K	0.02%	610
2013 Q3	$2.59M	Buy	29,993 +920	+3%	+$79.5K	0.02%	703
2013 Q2	$2.42M	Buy	+29,073	New	+$2.13M	0.02%	697

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 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 $8.74B AUM 14.62% 1-Year Est. Return

Nuveen's SIVB Position: Q1 2023 in Review

Nuveen sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 224,351 shares — an estimated $51.6M sold.

Nuveen first reported a position in SIVB in Q2 2013 and held it in 35 quarters. The position peaked at $162M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Nuveen reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Nuveen sold 224,351 SVB Financial Group shares in Q1 2023, an estimated $51.6M.
Nuveen first reported a position in SVB Financial Group in Q2 2013 and held it in 35 quarters.
Nuveen's SVB Financial Group position peaked at $162M in Q3 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

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