Ohio Public Employees Retirement System (OPERS)
SIVB

Ohio Public Employees Retirement System (OPERS)’s SVB Financial Group SIVB Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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
-30,724
Closed -$7.07M – 2072
2022
Q4 		$7.07M Sell
30,724
-6,085
-17% -$1.51M 0.03% 468
2022
Q3 		$12.4M Buy
36,809
+756
+2% +$304K 0.06% 323
2022
Q2 		$14.2M Buy
36,053
+272
+0.8% +$128K 0.06% 292
2022
Q1 		$20M Sell
35,781
-114
-0.3% -$69.2K 0.07% 260
2021
Q4 		$24.3M Sell
35,895
-1,696
-5% -$1.19M 0.08% 226
2021
Q3 		$24.3M Buy
37,591
+5,906
+19% +$3.42M 0.09% 214
2021
Q2 		$17.6M Buy
31,685
+3,398
+12% +$1.89M 0.06% 288
2021
Q1 		$14M Buy
28,287
+1,449
+5% +$713K 0.06% 312
2020
Q4 		$10.4M Sell
26,838
-13,184
-33% -$4.27M 0.05% 342
2020
Q3 		$9.63M Buy
40,022
+9,671
+32% +$2.28M 0.05% 298
2020
Q2 		$6.54M Buy
30,351
+4,237
+16% +$816K 0.04% 432
2020
Q1 		$3.94M Sell
26,114
-5,455
-17% -$1.2M 0.03% 545
2019
Q4 		$7.92M Sell
31,569
-337
-1% -$76.6K 0.04% 357
2019
Q3 		$6.67M Sell
31,906
-14,279
-31% -$2.99M 0.04% 433
2019
Q2 		$10.4M Sell
46,185
-17,619
-28% -$4.07M 0.06% 328
2019
Q1 		$14.2M Buy
63,804
+13,619
+27% +$3.17M 0.07% 259
2018
Q4 		$9.53M Sell
50,185
-6,188
-11% -$1.51M 0.06% 308
2018
Q3 		$17.5M Buy
56,373
+13,097
+30% +$4.13M 0.09% 227
2018
Q2 		$12.5M Sell
43,276
-21,326
-33% -$6.27M 0.06% 291
2018
Q1 		$15.5M Buy
64,602
+4,418
+7% +$1.11M 0.08% 249
2017
Q4 		$14.1M Buy
60,184
+14,046
+30% +$2.99M 0.07% 285
2017
Q3 		$8.63M Buy
46,138
+3,909
+9% +$687K 0.04% 403
2017
Q2 		$7.42M Sell
42,229
-9,816
-19% -$1.76M 0.04% 454
2017
Q1 		$9.69M Sell
52,045
-995
-2% -$181K 0.05% 371
2016
Q4 		$9.98M Sell
53,040
-79,696
-60% -$11.4M 0.06% 355
2016
Q3 		$14.7M Buy
132,736
+112,701
+563% +$11.7M 0.09% 252
2016
Q2 		$1.91M Sell
20,035
-8,407
-30% -$860K 0.01% 866
2016
Q1 		$2.9M Sell
28,442
-11,382
-29% -$1.1M 0.02% 677
2015
Q4 		$4.74M Buy
39,824
+2,067
+5% +$256K 0.03% 502
2015
Q3 		$4.36M Buy
37,757
+8,136
+27% +$1.09M 0.03% 553
2015
Q2 		$4.26M Buy
29,621
+14,535
+96% +$1.96M 0.02% 615
2015
Q1 		$1.92M Buy
15,086
+1,291
+9% +$154K 0.01% 950
2014
Q4 		$1.6M Buy
13,795
+1,861
+16% +$203K 0.01% 1016
2014
Q3 		$1.34M Sell
11,934
-1,466
-11% -$163K 0.01% 1060
2014
Q2 		$1.56M Buy
13,400
+1,313
+11% +$146K 0.01% 1050
2014
Q1 		$1.56M Sell
12,087
-2,901
-19% -$339K 0.01% 1013
2013
Q4 		$1.57M Sell
14,988
-25,613
-63% -$2.51M 0.01% 1055
2013
Q3 		$3.51M Sell
40,601
-4,053
-9% -$350K 0.02% 738
2013
Q2 		$3.72M Buy
+44,654
New +$3.27M 0.02% 655

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
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

Ohio Public Employees Retirement System (OPERS)'s SIVB Position: Q1 2023 in Review

Ohio Public Employees Retirement System (OPERS) sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 30,724 shares — an estimated $7.07M sold.

Ohio Public Employees Retirement System (OPERS) first reported a position in SIVB in Q2 2013 and held it in 39 quarters. The position peaked at $24.3M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Ohio Public Employees Retirement System (OPERS) reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Ohio Public Employees Retirement System (OPERS) sold 30,724 SVB Financial Group shares in Q1 2023, an estimated $7.07M.
  • Ohio Public Employees Retirement System (OPERS) first reported a position in SVB Financial Group in Q2 2013 and held it in 39 quarters.
  • Ohio Public Employees Retirement System (OPERS)'s SVB Financial Group position peaked at $24.3M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q1 2023, filed 15 May 2023.