RIG
SIVB

Ramiah Investment Group’s SVB Financial Group SIVB Stock Holding History

Ramiah Investment Group’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
-3,647
Closed -$839K – 68
2022
Q4 		$839K Buy
3,647
+1,554
+74% +$386K 4.52% 9
2022
Q3 		$703K Buy
2,093
+351
+20% +$141K 4.25% 13
2022
Q2 		$688K Buy
1,742
+224
+15% +$106K 0.56% 38
2022
Q1 		$849K Buy
1,518
+263
+21% +$160K 0.59% 36
2021
Q4 		$851K Sell
1,255
-265
-17% -$187K 0.57% 33
2021
Q3 		$983K Sell
1,520
-117
-7% -$67.8K 0.7% 29
2021
Q2 		$911K Sell
1,637
-2,885
-64% -$1.6M 0.65% 29
2021
Q1 		$2.23M Buy
4,522
+2,019
+81% +$993K 1.68% 14
2020
Q4 		$971K Buy
2,503
+79
+3% +$25.6K 0.81% 25
2020
Q3 		$583K Buy
2,424
+15
+0.6% +$3.53K 0.56% 37
2020
Q2 		$519K Buy
2,409
+150
+7% +$28.9K 0.55% 41
2020
Q1 		$341K Buy
+2,259
New +$497K 0.61% 40

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

Ramiah Investment Group's SIVB Position: Q1 2023 in Review

Ramiah Investment Group sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 3,647 shares — an estimated $839K sold.

Ramiah Investment Group first reported a position in SIVB in Q1 2020 and held it in 12 quarters. The position peaked at $2.23M in Q1 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Ramiah Investment Group reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Ramiah Investment Group sold 3,647 SVB Financial Group shares in Q1 2023, an estimated $839K.
  • Ramiah Investment Group first reported a position in SVB Financial Group in Q1 2020 and held it in 12 quarters.
  • Ramiah Investment Group's SVB Financial Group position peaked at $2.23M in Q1 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Ramiah Investment Group's 13F filing for Q1 2023, filed 11 Feb 2025.