Royal London Asset Management
SIVB

Royal London Asset Management’s SVB Financial Group SIVB Stock Holding History

Royal London 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
-17,469
Closed -$4.02M – 694
2022
Q4 		$4.02M Hold
17,469
– – 0.02% 512
2022
Q3 		$5.87M Sell
17,469
-1,575
-8% -$634K 0.03% 398
2022
Q2 		$7.53M Sell
19,044
-162
-0.8% -$76.3K 0.03% 353
2022
Q1 		$10.7M Hold
19,206
– – 0.04% 323
2021
Q4 		$13M Sell
19,206
-247
-1% -$174K 0.05% 289
2021
Q3 		$12.6M Hold
19,453
– – 0.05% 287
2021
Q2 		$10.8M Hold
19,453
– – 0.04% 316
2021
Q1 		$9.61M Buy
19,453
+966
+5% +$475K 0.04% 323
2020
Q4 		$7.17M Sell
18,487
-912
-5% -$296K 0.04% 346
2020
Q3 		$4.6M Sell
19,399
-228
-1% -$53.6K 0.03% 422
2020
Q2 		$4.07M Sell
19,627
-669
-3% -$129K 0.03% 432
2020
Q1 		$3.16M Hold
20,296
– – 0.03% 462
2019
Q4 		$5.07M Hold
20,296
– – 0.04% 419
2019
Q3 		$4.24M Sell
20,296
-815
-4% -$171K 0.03% 457
2019
Q2 		$4.74M Sell
21,111
-755
-3% -$175K 0.04% 365
2019
Q1 		$4.86M Hold
21,866
– – 0.04% 436
2018
Q4 		$4.15M Buy
21,866
+1,185
+6% +$290K 0.04% 457
2018
Q3 		$6.43M Hold
20,681
– – 0.07% 284
2018
Q2 		$5.97M Buy
+20,681
New +$6.08M 0.06% 330

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

Royal London Asset Management's SIVB Position: Q1 2023 in Review

Royal London Asset Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 17,469 shares — an estimated $4.02M sold.

Royal London Asset Management first reported a position in SIVB in Q2 2018 and held it in 19 quarters. The position peaked at $13M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Royal London Asset Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Royal London Asset Management sold 17,469 SVB Financial Group shares in Q1 2023, an estimated $4.02M.
  • Royal London Asset Management first reported a position in SVB Financial Group in Q2 2018 and held it in 19 quarters.
  • Royal London Asset Management's SVB Financial Group position peaked at $13M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Royal London Asset Management's 13F filing for Q1 2023, filed 15 May 2023.