PAM
SIVB

Panagora Asset Management’s SVB Financial Group SIVB Stock Holding History

Panagora Asset 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
-4,832
Closed -$1.11M – 1572
2022
Q4 		$1.11M Buy
4,832
+2,646
+121% +$657K 0.01% 854
2022
Q3 		$734K Sell
2,186
-41
-2% -$16.5K 0.01% 988
2022
Q2 		$880K Sell
2,227
-3,371
-60% -$1.59M 0.01% 930
2022
Q1 		$3.13M Sell
5,598
-7,350
-57% -$4.46M 0.02% 539
2021
Q4 		$8.78M Sell
12,948
-629
-5% -$443K 0.05% 311
2021
Q3 		$8.78M Sell
13,577
-5,607
-29% -$3.25M 0.05% 314
2021
Q2 		$10.7M Sell
19,184
-3,310
-15% -$1.84M 0.06% 279
2021
Q1 		$11.1M Sell
22,494
-13,438
-37% -$6.61M 0.06% 289
2020
Q4 		$13.9M Buy
35,932
+2,890
+9% +$936K 0.08% 217
2020
Q3 		$7.95M Buy
33,042
+31,148
+1,645% +$7.33M 0.05% 285
2020
Q2 		$408K Buy
1,894
+290
+18% +$55.8K ﹤0.01% 1271
2020
Q1 		$242K Sell
1,604
-116,759
-99% -$25.7M ﹤0.01% 1404
2019
Q4 		$29.7M Buy
118,363
+43,798
+59% +$9.96M 0.13% 165
2019
Q3 		$15.6M Sell
74,565
-2,033
-3% -$426K 0.07% 254
2019
Q2 		$17.2M Buy
76,598
+74,850
+4,282% +$17.3M 0.08% 243
2019
Q1 		$389K Hold
1,748
– – ﹤0.01% 1476
2018
Q4 		$332K Sell
1,748
-2,241
-56% -$548K ﹤0.01% 1462
2018
Q3 		$1.24M Buy
3,989
+2,693
+208% +$850K ﹤0.01% 1037
2018
Q2 		$374K Sell
1,296
-5
-0.4% -$1.47K ﹤0.01% 1460
2018
Q1 		$312K Buy
1,301
+28
+2% +$7.03K ﹤0.01% 1543
2017
Q4 		$298K Buy
1,273
+23
+2% +$4.9K ﹤0.01% 1528
2017
Q3 		$234K Hold
1,250
– – ﹤0.01% 1623
2017
Q2 		$220K Sell
1,250
-1,641
-57% -$294K ﹤0.01% 1624
2017
Q1 		$538K Buy
2,891
+460
+19% +$83.6K ﹤0.01% 1362
2016
Q4 		$417K Buy
2,431
+1,181
+94% +$169K ﹤0.01% 1511
2016
Q3 		$138K Hold
1,250
– – ﹤0.01% 1883
2016
Q2 		$119K Hold
1,250
– – ﹤0.01% 1862
2016
Q1 		$128K Hold
1,250
– – ﹤0.01% 1796
2015
Q4 		$149K Hold
1,250
– – ﹤0.01% 1675
2015
Q3 		$144K Hold
1,250
– – ﹤0.01% 1705
2015
Q2 		$180K Hold
1,250
– – ﹤0.01% 1735
2015
Q1 		$159K Hold
1,250
– – ﹤0.01% 1771
2014
Q4 		$145K Hold
1,250
– – ﹤0.01% 1744
2014
Q3 		$140K Sell
1,250
-525
-30% -$58.2K ﹤0.01% 1749
2014
Q2 		$207K Buy
1,775
+525
+42% +$58.5K ﹤0.01% 1706
2014
Q1 		$161K Hold
1,250
– – ﹤0.01% 1806
2013
Q4 		$131K Sell
1,250
-900
-42% -$88.1K ﹤0.01% 1785
2013
Q3 		$186K Hold
2,150
– – ﹤0.01% 1686
2013
Q2 		$179K Buy
+2,150
New +$157K ﹤0.01% 1683

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
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 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 $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Panagora Asset Management's SIVB Position: Q1 2023 in Review

Panagora Asset Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 4,832 shares — an estimated $1.11M sold.

Panagora Asset Management first reported a position in SIVB in Q2 2013 and held it in 39 quarters. The position peaked at $29.7M in Q4 2019. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Panagora Asset Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Panagora Asset Management sold 4,832 SVB Financial Group shares in Q1 2023, an estimated $1.11M.
  • Panagora Asset Management first reported a position in SVB Financial Group in Q2 2013 and held it in 39 quarters.
  • Panagora Asset Management's SVB Financial Group position peaked at $29.7M in Q4 2019.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Panagora Asset Management's 13F filing for Q1 2023, filed 12 May 2023.