QCM
SIVB

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

Quantinno 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
-2,816
Closed -$648K – 909
2022
Q4 		$648K Buy
+2,816
New +$699K 0.05% 461
2021
Q4 		– Sell
-1,086
Closed -$703K – 560
2021
Q3 		$703K Sell
1,086
-118
-10% -$68.4K 0.78% 3
2021
Q2 		$670K Sell
1,204
-109
-8% -$60.5K 0.76% 11
2021
Q1 		$648K Sell
1,313
-399
-23% -$196K 0.71% 15
2020
Q4 		$664K Sell
1,712
-215
-11% -$69.7K 0.51% 10
2020
Q3 		$464K Hold
1,927
– – 0.31% 135
2020
Q2 		$415K Sell
1,927
-936
-33% -$180K 0.41% 74
2020
Q1 		$433K Buy
+2,863
New +$630K 0.27% 179
2019
Q4 		– Sell
-1,490
Closed -$311K – 532
2019
Q3 		$311K Buy
+1,490
New +$312K 0.21% 248

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

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

Quantinno Capital Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 2,816 shares — an estimated $648K sold.

Quantinno Capital Management first reported a position in SIVB in Q3 2019 and held it in 9 quarters. The position peaked at $703K in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Quantinno Capital Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Quantinno Capital Management sold 2,816 SVB Financial Group shares in Q1 2023, an estimated $648K.
  • Quantinno Capital Management first reported a position in SVB Financial Group in Q3 2019 and held it in 9 quarters.
  • Quantinno Capital Management's SVB Financial Group position peaked at $703K in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Quantinno Capital Management's 13F filing for Q1 2023, filed 3 May 2023.