P8IP
SIVB

Pier 88 Investment Partners’s SVB Financial Group SIVB Stock Holding History

Pier 88 Investment Partners’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
-185
Closed -$42.6K – 101
2022
Q4 		$42.6K Sell
185
-1,490
-89% -$370K 0.01% 90
2022
Q3 		$562K Sell
1,675
-1,835
-52% -$739K 0.13% 74
2022
Q2 		$1.39M Sell
3,510
-270
-7% -$127K 0.33% 52
2022
Q1 		$2.11M Sell
3,780
-300
-7% -$182K 0.76% 31
2021
Q4 		$2.77M Sell
4,080
-2,100
-34% -$1.48M 0.59% 45
2021
Q3 		$4M Buy
6,180
+3,765
+156% +$2.18M 1.2% 23
2021
Q2 		$1.34M Buy
2,415
+200
+9% +$111K 0.39% 65
2021
Q1 		$1.09M Sell
2,215
-5
-0.2% -$2.46K 0.37% 60
2020
Q4 		$861K Buy
+2,220
New +$719K 0.28% 75
2018
Q3 		– Sell
-1,517
Closed -$438K – 105
2018
Q2 		$438K Sell
1,517
-395
-21% -$116K 0.21% 65
2018
Q1 		$459K Sell
1,912
-160
-8% -$40.2K 0.22% 67
2017
Q4 		$484K Sell
2,072
-85
-4% -$18.1K 0.18% 62
2017
Q3 		$404K Hold
2,157
– – 0.16% 67
2017
Q2 		$379K Sell
2,157
-210
-9% -$37.6K 0.15% 65
2017
Q1 		$440K Sell
2,367
-3,033
-56% -$552K 0.18% 55
2016
Q4 		$927K Buy
+5,400
New +$774K 0.53% 43

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

Pier 88 Investment Partners's SIVB Position: Q1 2023 in Review

Pier 88 Investment Partners sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 185 shares — an estimated $42.6K sold.

Pier 88 Investment Partners first reported a position in SIVB in Q4 2016 and held it in 16 quarters. The position peaked at $4M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Pier 88 Investment Partners reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Pier 88 Investment Partners sold 185 SVB Financial Group shares in Q1 2023, an estimated $42.6K.
  • Pier 88 Investment Partners first reported a position in SVB Financial Group in Q4 2016 and held it in 16 quarters.
  • Pier 88 Investment Partners's SVB Financial Group position peaked at $4M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Pier 88 Investment Partners's 13F filing for Q1 2023, filed 9 May 2023.