PP
SIVB

Prudential plc’s SVB Financial Group SIVB Stock Holding History

Prudential plc’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
-3,932
Closed -$905K – 917
2022
Q4 		$905K Buy
3,932
+2,548
+184% +$633K 0.01% 583
2022
Q3 		$465K Buy
1,384
+154
+13% +$62K 0.01% 604
2022
Q2 		$486K Sell
1,230
-29
-2% -$13.7K 0.01% 565
2022
Q1 		$704K Buy
+1,259
New +$764K 0.01% 504
2021
Q3 		– Sell
-34,700
Closed -$19.3M – 572
2021
Q2 		$19.3M Sell
34,700
-80,425
-70% -$44.6M 0.18% 92
2021
Q1 		$56.8M Sell
115,125
-2,591
-2% -$1.27M 0.39% 77
2020
Q4 		$45.7M Sell
117,716
-73,584
-38% -$23.8M 0.24% 164
2020
Q3 		$46M Buy
191,300
+73,900
+63% +$17.4M 0.23% 163
2020
Q2 		$25.3M Sell
117,400
-39,637
-25% -$7.63M 0.12% 170
2020
Q1 		$23.7M Sell
157,037
-124,323
-44% -$27.4M 0.13% 187
2019
Q4 		$70.6M Sell
281,360
-3,854
-1% -$876K 0.3% 106
2019
Q3 		$59.6M Buy
285,214
+8,914
+3% +$1.87M 0.18% 144
2019
Q2 		$62.1M Buy
+276,300
New +$63.9M 0.19% 135
2018
Q4 		– Sell
-766
Closed -$238K – 756
2018
Q3 		$238K Hold
766
– – ﹤0.01% 670
2018
Q2 		$221K Sell
766
-37,247
-98% -$10.9M ﹤0.01% 696
2018
Q1 		$9.12M Sell
38,013
-26,397
-41% -$6.63M 0.03% 320
2017
Q4 		$15.1M Sell
64,410
-7,003
-10% -$1.49M 0.05% 281
2017
Q3 		$13.4M Buy
71,413
+700
+1% +$123K 0.04% 296
2017
Q2 		$12.4M Buy
+70,713
New +$12.7M 0.04% 297

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 $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Prudential plc's SIVB Position: Q1 2023 in Review

Prudential plc sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 3,932 shares — an estimated $905K sold.

Prudential plc first reported a position in SIVB in Q2 2017 and held it in 19 quarters. The position peaked at $70.6M in Q4 2019. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Prudential plc reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Prudential plc sold 3,932 SVB Financial Group shares in Q1 2023, an estimated $905K.
  • Prudential plc first reported a position in SVB Financial Group in Q2 2017 and held it in 19 quarters.
  • Prudential plc's SVB Financial Group position peaked at $70.6M in Q4 2019.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Prudential plc's 13F filing for Q1 2023, filed 12 May 2023.