Sandy Spring Bank’s SVB Financial Group SIVB Stock Holding History

Sandy Spring Bank’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	Closed	-$690	–	1216
2022 Q4	$690	Buy	+3	New	+$745	﹤0.01%	1077
2021 Q1	–	Sell	-25	Closed	-$10K	–	1071
2020 Q4	$10K	Sell	25 -20	-44%	-$6.48K	﹤0.01%	759
2020 Q3	$11K	Sell	45 -30	-40%	-$7.06K	﹤0.01%	676
2020 Q2	$16K	Hold	75	–	–	﹤0.01%	636
2020 Q1	$11K	Hold	75	–	–	﹤0.01%	665
2019 Q4	$19K	Hold	75	–	–	﹤0.01%	631
2019 Q3	$16K	Hold	75	–	–	﹤0.01%	665
2019 Q2	$17K	Hold	75	–	–	﹤0.01%	643
2019 Q1	$17K	Hold	75	–	–	﹤0.01%	612
2018 Q4	$14K	Hold	75	–	–	﹤0.01%	630
2018 Q3	$23K	Hold	75	–	–	﹤0.01%	578
2018 Q2	$22K	Sell	75 -25	-25%	-$7.34K	﹤0.01%	575
2018 Q1	$24K	Hold	100	–	–	﹤0.01%	580
2017 Q4	$23K	Hold	100	–	–	﹤0.01%	577
2017 Q3	$19K	Hold	100	–	–	﹤0.01%	583
2017 Q2	$18K	Sell	100 -100	-50%	-$17.9K	﹤0.01%	596
2017 Q1	$37K	Hold	200	–	–	﹤0.01%	499
2016 Q4	$34K	Hold	200	–	–	﹤0.01%	501
2016 Q3	$22K	Hold	200	–	–	﹤0.01%	544
2016 Q2	$19K	Hold	200	–	–	﹤0.01%	565
2016 Q1	$20K	Hold	200	–	–	﹤0.01%	580
2015 Q4	$24K	Hold	200	–	–	﹤0.01%	538
2015 Q3	$23K	Buy	+200	New	+$26.8K	﹤0.01%	549

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 Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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 Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

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 $8.74B AUM 14.62% 1-Year Est. Return

Sandy Spring Bank's SIVB Position: Q1 2023 in Review

Sandy Spring Bank sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 3 shares — an estimated $690 sold.

Sandy Spring Bank first reported a position in SIVB in Q3 2015 and held it in 23 quarters. The position peaked at $37K in Q1 2017. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Sandy Spring Bank reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Sandy Spring Bank sold 3 SVB Financial Group shares in Q1 2023, an estimated $690.
Sandy Spring Bank first reported a position in SVB Financial Group in Q3 2015 and held it in 23 quarters.
Sandy Spring Bank's SVB Financial Group position peaked at $37K in Q1 2017.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Sandy Spring Bank's 13F filing for Q1 2023, filed 5 May 2023.