SevenOneSeven Capital Management’s SVB Financial Group SIVB Stock Holding History

SevenOneSeven Capital Management’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	-896	Closed	-$206K	–	64
2022 Q4	$206K	Sell	896 -9	-1%	-$2.24K	0.44%	51
2022 Q3	$304K	Sell	905 -6	-0.7%	-$2.42K	0.71%	32
2022 Q2	$360K	Buy	911 +27	+3%	+$12.7K	0.84%	29
2022 Q1	$495K	Sell	884 -12	-1%	-$7.28K	1.03%	25
2021 Q4	$608K	Buy	896 +187	+26%	+$132K	1.2%	17
2021 Q3	$459K	Buy	709 +19	+3%	+$11K	1.16%	16
2021 Q2	$384K	Buy	+690	New	+$383K	1%	21

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 Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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 Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

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

SevenOneSeven Capital Management's SIVB Position: Q1 2023 in Review

SevenOneSeven Capital Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 896 shares — an estimated $206K sold.

SevenOneSeven Capital Management first reported a position in SIVB in Q2 2021 and held it in 7 quarters. The position peaked at $608K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

SevenOneSeven Capital Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
SevenOneSeven Capital Management sold 896 SVB Financial Group shares in Q1 2023, an estimated $206K.
SevenOneSeven Capital Management first reported a position in SVB Financial Group in Q2 2021 and held it in 7 quarters.
SevenOneSeven Capital Management's SVB Financial Group position peaked at $608K in Q4 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on SevenOneSeven Capital Management's 13F filing for Q1 2023, filed 15 May 2023.