SC
SIVB

Savant Capital’s SVB Financial Group SIVB Stock Holding History

Savant Capital’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
-886
Closed -$204K – 743
2022
Q4 		$204K Buy
886
+10
+1% +$2.48K 0.01% 555
2022
Q3 		$294K Sell
876
-6
-0.7% -$2.42K 0.01% 430
2022
Q2 		$348K Buy
882
+10
+1% +$4.71K 0.01% 406
2022
Q1 		$488K Sell
872
-31
-3% -$18.8K 0.02% 362
2021
Q4 		$612K Buy
903
+17
+2% +$12K 0.02% 320
2021
Q3 		$573K Buy
886
+5
+0.6% +$2.9K 0.02% 297
2021
Q2 		$490K Buy
881
+3
+0.3% +$1.66K 0.02% 310
2021
Q1 		$433K Buy
878
+36
+4% +$17.7K 0.02% 309
2020
Q4 		$327K Buy
+842
New +$273K 0.02% 337

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

Savant Capital's SIVB Position: Q1 2023 in Review

Savant Capital sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 886 shares — an estimated $204K sold.

Savant Capital first reported a position in SIVB in Q4 2020 and held it in 9 quarters. The position peaked at $612K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Savant Capital reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Savant Capital sold 886 SVB Financial Group shares in Q1 2023, an estimated $204K.
  • Savant Capital first reported a position in SVB Financial Group in Q4 2020 and held it in 9 quarters.
  • Savant Capital's SVB Financial Group position peaked at $612K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Savant Capital's 13F filing for Q1 2023, filed 3 May 2023.