Robeco Institutional Asset Management’s SVB Financial Group SIVB Stock Holding History

Robeco Institutional Asset 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	-30,588	Closed	-$7.04M	–	1071
2022 Q4	$7.04M	Buy	30,588 +6,712	+28%	+$1.67M	0.02%	506
2022 Q3	$8.02M	Sell	23,876 -23,926	-50%	-$9.63M	0.03%	438
2022 Q2	$18.9M	Sell	47,802 -10,014	-17%	-$4.72M	0.06%	284
2022 Q1	$32.3M	Sell	57,816 -251	-0.4%	-$152K	0.08%	259
2021 Q4	$39.4M	Sell	58,067 -21,231	-27%	-$15M	0.08%	251
2021 Q3	$51.3M	Buy	79,298 +11,107	+16%	+$6.44M	0.11%	202
2021 Q2	$37.9M	Buy	68,191 +114	+0.2%	+$63.2K	0.08%	251
2021 Q1	$33.6M	Buy	68,077 +6,818	+11%	+$3.35M	0.08%	259
2020 Q4	$23.8M	Buy	61,259 +60,242	+5,924%	+$19.5M	0.06%	303
2020 Q3	$245K	Buy	1,017 +335	+49%	+$78.8K	﹤0.01%	826
2020 Q2	$147K	Hold	682	–	–	﹤0.01%	903
2020 Q1	$103K	Sell	682 -25,310	-97%	-$5.57M	﹤0.01%	934
2019 Q4	$6.53M	Buy	25,992 +557	+2%	+$127K	0.02%	560
2019 Q3	$5.32M	Hold	25,435	–	–	0.02%	578
2019 Q2	$5.71M	Sell	25,435 -8	-0%	-$1.85K	0.02%	574
2019 Q1	$5.66M	Sell	25,443 -13,086	-34%	-$3.05M	0.02%	566
2018 Q4	$7.32M	Buy	38,529 +853	+2%	+$209K	0.03%	471
2018 Q3	$11.7M	Buy	37,676 +7,472	+25%	+$2.36M	0.05%	410
2018 Q2	$8.72M	Sell	30,204 -1,733	-5%	-$509K	0.04%	428
2018 Q1	$7.66M	Buy	31,937 +6,937	+28%	+$1.74M	0.04%	452
2017 Q4	$5.84M	Sell	25,000 -10,000	-29%	-$2.13M	0.03%	469
2017 Q3	$6.55M	Buy	35,000 +5,000	+17%	+$879K	0.04%	388
2017 Q2	$5.27M	Hold	30,000	–	–	0.03%	424
2017 Q1	$5.58M	Buy	30,000 +10,000	+50%	+$1.82M	0.04%	404
2016 Q4	$3.43M	Sell	20,000 -5,000	-20%	-$717K	0.03%	427
2016 Q3	$2.76M	Hold	25,000	–	–	0.02%	471
2016 Q2	$2.38M	Buy	25,000 +2,500	+11%	+$256K	0.02%	491
2016 Q1	$2.3M	Buy	22,500 +2,500	+13%	+$242K	0.02%	479
2015 Q4	$2.38M	Buy	20,000 +10,000	+100%	+$1.24M	0.02%	464
2015 Q3	$1.16M	Hold	10,000	–	–	0.01%	545
2015 Q2	$1.44M	Hold	10,000	–	–	0.01%	543
2015 Q1	$1.27M	Buy	+10,000	New	+$1.19M	0.01%	534

Other funds holding SIVB

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 $177B AUM 39.86% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 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

TAMH

Taikang Asset Management (HK) Hong Kong $1.1B AUM 50.43% 1-Year Est. Return

Robeco Institutional Asset Management's SIVB Position: Q1 2023 in Review

Robeco Institutional Asset Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 30,588 shares — an estimated $7.04M sold.

Robeco Institutional Asset Management first reported a position in SIVB in Q1 2015 and held it in 32 quarters. The position peaked at $51.3M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Robeco Institutional Asset Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Robeco Institutional Asset Management sold 30,588 SVB Financial Group shares in Q1 2023, an estimated $7.04M.
Robeco Institutional Asset Management first reported a position in SVB Financial Group in Q1 2015 and held it in 32 quarters.
Robeco Institutional Asset Management's SVB Financial Group position peaked at $51.3M in Q3 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Robeco Institutional Asset Management's 13F filing for Q1 2023, filed 4 May 2023.