SI
SIVB

Scout Investments’s SVB Financial Group SIVB Stock Holding History

Scout Investments’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
-174,148
Closed -$40.1M – 227
2022
Q4 		$40.1M Buy
174,148
+70,394
+68% +$17.5M 0.82% 45
2022
Q3 		$34.8M Buy
+103,754
New +$41.8M 0.72% 50
2022
Q2 		– Sell
-27,261
Closed -$15.3M – 247
2022
Q1 		$15.3M Sell
27,261
-70,489
-72% -$42.8M 0.24% 115
2021
Q4 		$66.3M Buy
97,750
+8,516
+10% +$6M 0.96% 22
2021
Q3 		$57.7M Buy
89,234
+2,294
+3% +$1.33M 0.86% 23
2021
Q2 		$48.4M Sell
86,940
-45,912
-35% -$25.5M 0.72% 33
2021
Q1 		$65.6M Sell
132,852
-10,949
-8% -$5.38M 0.99% 12
2020
Q4 		$55.8M Sell
143,801
-56,504
-28% -$18.3M 1.02% 9
2020
Q3 		$48.2M Buy
200,305
+15,414
+8% +$3.63M 1.07% 9
2020
Q2 		$39.9M Buy
184,891
+9,754
+6% +$1.88M 0.95% 14
2020
Q1 		$26.5M Buy
175,137
+138,297
+375% +$30.4M 0.79% 29
2019
Q4 		$9.25M Buy
+36,840
New +$8.38M 0.18% 162
2019
Q2 		– Sell
-73,547
Closed -$16.4M – 294
2019
Q1 		$16.4M Buy
73,547
+48,545
+194% +$11.3M 0.33% 114
2018
Q4 		$4.75M Sell
25,002
-98,636
-80% -$24.1M 0.12% 165
2018
Q3 		$38.4M Buy
123,638
+35,783
+41% +$11.3M 0.79% 22
2018
Q2 		$25.4M Buy
+87,855
New +$25.8M 0.58% 49
2016
Q2 		– Sell
-2,043
Closed -$208K – 339
2016
Q1 		$208K Sell
2,043
-168
-8% -$16.3K 0.01% 294
2015
Q4 		$263K Buy
+2,211
New +$274K 0.01% 290
2015
Q3 		– Sell
-207,605
Closed -$29.9M – 313
2015
Q2 		$29.9M Sell
207,605
-90,476
-30% -$12.2M 0.56% 56
2015
Q1 		$37.9M Buy
298,081
+95,164
+47% +$11.4M 0.63% 55
2014
Q4 		$23.6M Buy
+202,917
New +$22.1M 0.36% 95

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

Scout Investments's SIVB Position: Q1 2023 in Review

Scout Investments sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 174,148 shares — an estimated $40.1M sold.

Scout Investments first reported a position in SIVB in Q4 2014 and held it in 21 quarters. The position peaked at $66.3M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Scout Investments reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Scout Investments sold 174,148 SVB Financial Group shares in Q1 2023, an estimated $40.1M.
  • Scout Investments first reported a position in SVB Financial Group in Q4 2014 and held it in 21 quarters.
  • Scout Investments's SVB Financial Group position peaked at $66.3M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Scout Investments's 13F filing for Q1 2023, filed 11 May 2023.