Schroder Investment Management Group
SIVB

Schroder Investment Management Group’s SVB Financial Group SIVB Stock Holding History

Schroder Investment Management Group’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
-4,753
Closed -$1.09M – 1353
2022
Q4 		$1.09M Sell
4,753
-6,471
-58% -$1.61M ﹤0.01% 1041
2022
Q3 		$3.77M Buy
11,224
+144
+1% +$58K 0.01% 831
2022
Q2 		$4.46M Sell
11,080
-54
-0.5% -$25.4K 0.01% 819
2022
Q1 		$6.31M Buy
11,134
+1,308
+13% +$794K 0.01% 784
2021
Q4 		$6.67M Sell
9,826
-521
-5% -$367K 0.01% 690
2021
Q3 		$6.69M Sell
10,347
-4,372
-30% -$2.54M 0.01% 716
2021
Q2 		$8.19M Buy
14,719
+661
+5% +$367K 0.01% 729
2021
Q1 		$6.94M Buy
14,058
+4,517
+47% +$2.22M 0.01% 748
2020
Q4 		$3.7M Sell
9,541
-194
-2% -$62.9K 0.01% 872
2020
Q3 		$2.39M Buy
9,735
+8,920
+1,094% +$2.1M ﹤0.01% 862
2020
Q2 		$176K Sell
815
-26
-3% -$5.01K ﹤0.01% 1106
2020
Q1 		$134K Buy
+841
New +$185K ﹤0.01% 1162
2018
Q3 		– Sell
-878
Closed -$256K – 1380
2018
Q2 		$256K Sell
878
-137
-13% -$40.3K ﹤0.01% 1135
2018
Q1 		$244K Buy
+1,015
New +$255K ﹤0.01% 1142
2017
Q2 		– Sell
-37,227
Closed -$7.01M – 1377
2017
Q1 		$7.01M Sell
37,227
-163,564
-81% -$29.7M 0.01% 659
2016
Q4 		$34.5M Sell
200,791
-7,743
-4% -$1.11M 0.07% 354
2016
Q3 		$23.1M Buy
208,534
+20,885
+11% +$2.17M 0.04% 440
2016
Q2 		$17.9M Buy
187,649
+2,900
+2% +$297K 0.04% 487
2016
Q1 		$19.1M Buy
184,749
+62,100
+51% +$6.01M 0.04% 481
2015
Q4 		$14.6M Hold
122,649
– – 0.03% 546
2015
Q3 		$14.2M Buy
122,649
+5,100
+4% +$683K 0.03% 533
2015
Q2 		$16.8M Sell
117,549
-108,751
-48% -$14.7M 0.03% 516
2015
Q1 		$27.5M Buy
226,300
+500
+0.2% +$59.7K 0.05% 401
2014
Q4 		$26.2M Buy
225,800
+63,200
+39% +$6.89M 0.05% 409
2014
Q3 		$18.2M Buy
162,600
+79,600
+96% +$8.83M 0.02% 515
2014
Q2 		$9.68M Buy
+83,000
New +$9.25M 0.01% 641

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

Schroder Investment Management Group's SIVB Position: Q1 2023 in Review

Schroder Investment Management Group sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 4,753 shares — an estimated $1.09M sold.

Schroder Investment Management Group first reported a position in SIVB in Q2 2014 and held it in 26 quarters. The position peaked at $34.5M in Q4 2016. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Schroder Investment Management Group reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Schroder Investment Management Group sold 4,753 SVB Financial Group shares in Q1 2023, an estimated $1.09M.
  • Schroder Investment Management Group first reported a position in SVB Financial Group in Q2 2014 and held it in 26 quarters.
  • Schroder Investment Management Group's SVB Financial Group position peaked at $34.5M in Q4 2016.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Schroder Investment Management Group's 13F filing for Q1 2023, filed 11 May 2023.