PCM
SIVB

Penserra Capital Management’s SVB Financial Group SIVB Stock Holding History

Penserra Capital 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
-302
Closed -$69K – 1232
2022
Q4 		$69K Buy
302
+21
+7% +$5.22K ﹤0.01% 855
2022
Q3 		$94K Buy
281
+6
+2% +$2.42K ﹤0.01% 744
2022
Q2 		$108K Buy
275
+9
+3% +$4.24K ﹤0.01% 757
2022
Q1 		$148K Buy
266
+16
+6% +$9.71K ﹤0.01% 775
2021
Q4 		$169K Sell
250
-250
-50% -$176K ﹤0.01% 726
2021
Q3 		$322K Buy
500
+324
+184% +$188K 0.01% 564
2021
Q2 		$97K Buy
176
+49
+39% +$27.2K ﹤0.01% 804
2021
Q1 		$62K Buy
127
+19
+18% +$9.34K ﹤0.01% 786
2020
Q4 		$41K Buy
108
+6
+6% +$1.94K ﹤0.01% 723
2020
Q3 		$24K Sell
102
-3,671
-97% -$864K ﹤0.01% 718
2020
Q2 		$812K Sell
3,773
-2,183
-37% -$420K 0.04% 315
2020
Q1 		$1.11M Sell
5,956
-748
-11% -$165K 0.08% 236
2019
Q4 		$1.68M Buy
6,704
+6,659
+14,798% +$1.51M 0.11% 201
2019
Q3 		$10K Buy
+45
New +$9.43K ﹤0.01% 798
2018
Q4 		– Sell
-35,064
Closed -$10.9M – 839
2018
Q3 		$10.9M Sell
35,064
-15,967
-31% -$5.04M 0.67% 59
2018
Q2 		$29.3M Buy
51,031
+24,038
+89% +$7.06M 1.85% 12
2018
Q1 		$6.48M Sell
26,993
-8,668
-24% -$2.18M 0.61% 59
2017
Q4 		$8.34M Buy
+35,661
New +$7.6M 1.1% 27
2017
Q1 		– Sell
-6,589
Closed -$1.13M – 962
2016
Q4 		$1.13M Buy
6,589
+6,438
+4,264% +$923K 0.13% 68
2016
Q3 		$16K Buy
151
+60
+66% +$6.25K ﹤0.01% 702
2016
Q2 		$9K Buy
91
+30
+49% +$3.07K ﹤0.01% 785
2016
Q1 		$6 Buy
61
+3
+5% +$290 ﹤0.01% 817
2015
Q4 		$7K Buy
+58
New +$7.19K ﹤0.01% 678

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 $1.59B 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

Penserra Capital Management's SIVB Position: Q1 2023 in Review

Penserra Capital Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 302 shares — an estimated $69K sold.

Penserra Capital Management first reported a position in SIVB in Q4 2015 and held it in 23 quarters. The position peaked at $29.3M in Q2 2018. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Penserra Capital Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Penserra Capital Management sold 302 SVB Financial Group shares in Q1 2023, an estimated $69K.
  • Penserra Capital Management first reported a position in SVB Financial Group in Q4 2015 and held it in 23 quarters.
  • Penserra Capital Management's SVB Financial Group position peaked at $29.3M in Q2 2018.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Penserra Capital Management's 13F filing for Q1 2023, filed 24 Apr 2023.