SC
SIVB

Schubert & Co’s SVB Financial Group SIVB Stock Holding History

Schubert & Co’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
-9
Closed -$2.07K – 1698
2022
Q4 		$2.07K Sell
9
-3
-25% -$745 ﹤0.01% 857
2022
Q3 		$4K Buy
12
+1
+9% +$403 ﹤0.01% 553
2022
Q2 		$4K Buy
11
+7
+175% +$3.3K ﹤0.01% 515
2022
Q1 		$2K Hold
4
– – ﹤0.01% 531
2021
Q4 		$3K Buy
+4
New +$2.82K ﹤0.01% 282

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

Schubert & Co's SIVB Position: Q1 2023 in Review

Schubert & Co sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 9 shares — an estimated $2.07K sold.

Schubert & Co first reported a position in SIVB in Q4 2021 and held it in 5 quarters. The position peaked at $4K in Q3 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Schubert & Co reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Schubert & Co sold 9 SVB Financial Group shares in Q1 2023, an estimated $2.07K.
  • Schubert & Co first reported a position in SVB Financial Group in Q4 2021 and held it in 5 quarters.
  • Schubert & Co's SVB Financial Group position peaked at $4K in Q3 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Schubert & Co's 13F filing for Q1 2023, filed 2 May 2023.