Pictet Asset Management (Switzerland)’s SVB Financial Group SIVB Stock Holding History

Pictet Asset Management (Switzerland)’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	-190,475	Closed	-$43.8M	–	2070
2022 Q4	$43.8M	Buy	190,475 +4,121	+2%	+$1.02M	0.06%	294
2022 Q3	$62.5M	Buy	186,354 +637	+0.3%	+$256K	0.09%	240
2022 Q2	$73.4M	Sell	185,717 -967	-0.5%	-$456K	0.1%	232
2022 Q1	$104M	Buy	186,684 +2,674	+1%	+$1.62M	0.12%	210
2021 Q4	$125M	Buy	184,010 +792	+0.4%	+$558K	0.12%	201
2021 Q3	$119M	Buy	+183,218	New	+$106M	0.13%	199

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

Pictet Asset Management (Switzerland)'s SIVB Position: Q1 2023 in Review

Pictet Asset Management (Switzerland) sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 190,475 shares — an estimated $43.8M sold.

Pictet Asset Management (Switzerland) first reported a position in SIVB in Q3 2021 and held it in 6 quarters. The position peaked at $125M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Pictet Asset Management (Switzerland) reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Pictet Asset Management (Switzerland) sold 190,475 SVB Financial Group shares in Q1 2023, an estimated $43.8M.
Pictet Asset Management (Switzerland) first reported a position in SVB Financial Group in Q3 2021 and held it in 6 quarters.
Pictet Asset Management (Switzerland)'s SVB Financial Group position peaked at $125M in Q4 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q1 2023, filed 10 May 2023.