SP
SIVB

Sarasin & Partners’s SVB Financial Group SIVB Stock Holding History

Sarasin & Partners’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
-260,449
Closed -$59.9M – 103
2022
Q4 		$59.9M Buy
260,449
+6,755
+3% +$1.68M 0.79% 40
2022
Q3 		$85.2M Buy
253,694
+1,072
+0.4% +$431K 1.18% 36
2022
Q2 		$99.8M Sell
252,622
-3,631
-1% -$1.71M 1.26% 35
2022
Q1 		$143M Buy
256,253
+83,801
+49% +$50.9M 1.44% 25
2021
Q4 		$117M Sell
172,452
-24,603
-12% -$17.3M 1.07% 35
2021
Q3 		$127M Buy
197,055
+30,822
+19% +$17.9M 1.29% 31
2021
Q2 		$92.5M Buy
166,233
+4,019
+2% +$2.23M 0.97% 36
2021
Q1 		$80.1M Sell
162,214
-65,169
-29% -$32M 0.94% 37
2020
Q4 		$88.2M Sell
227,383
-14,536
-6% -$4.71M 1.17% 33
2020
Q3 		$58.2M Buy
241,919
+24,311
+11% +$5.72M 0.84% 39
2020
Q2 		$46.9M Buy
217,608
+15,575
+8% +$3M 0.75% 42
2020
Q1 		$30.5M Sell
202,033
-84,362
-29% -$18.6M 0.6% 41
2019
Q4 		$71.9M Sell
286,395
-395
-0.1% -$89.8K 1.1% 37
2019
Q3 		$59.9M Buy
286,790
+14,929
+5% +$3.13M 0.99% 37
2019
Q2 		$61.1M Sell
271,861
-4,300
-2% -$994K 1.07% 37
2019
Q1 		$61.4M Buy
276,161
+63,105
+30% +$14.7M 1.18% 33
2018
Q4 		$40.5M Buy
+213,056
New +$52.1M 0.88% 36
2017
Q1 		– Sell
-19,591
Closed -$3.36M – 125
2016
Q4 		$3.36M Hold
19,591
– – 0.06% 97
2016
Q3 		$2.17M Hold
19,591
– – 0.03% 106
2016
Q2 		$1.86M Buy
19,591
+191
+1% +$19.5K 0.03% 107
2016
Q1 		$1.98M Buy
19,400
+300
+2% +$29K 0.03% 99
2015
Q4 		$2.27M Sell
19,100
-200
-1% -$24.8K 0.04% 98
2015
Q3 		$2.23M Buy
+19,300
New +$2.59M 0.04% 94

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

Sarasin & Partners's SIVB Position: Q1 2023 in Review

Sarasin & Partners sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 260,449 shares — an estimated $59.9M sold.

Sarasin & Partners first reported a position in SIVB in Q3 2015 and held it in 23 quarters. The position peaked at $143M in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Sarasin & Partners reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Sarasin & Partners sold 260,449 SVB Financial Group shares in Q1 2023, an estimated $59.9M.
  • Sarasin & Partners first reported a position in SVB Financial Group in Q3 2015 and held it in 23 quarters.
  • Sarasin & Partners's SVB Financial Group position peaked at $143M in Q1 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Sarasin & Partners's 13F filing for Q1 2023, filed 27 Apr 2023.