SC
SIVB

Sierra Capital’s SVB Financial Group SIVB Stock Holding History

Sierra 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
-29
Closed -$7K – 578
2022
Q4 		$7K Sell
29
-1
-3% -$248 ﹤0.01% 384
2022
Q3 		$10K Sell
30
-521
-95% -$210K ﹤0.01% 371
2022
Q2 		$218K Hold
551
– – 0.04% 184
2022
Q1 		$308K Sell
551
-178
-24% -$108K 0.05% 168
2021
Q4 		$494K Sell
729
-19
-3% -$13.4K 0.07% 145
2021
Q3 		$484K Sell
748
-18
-2% -$10.4K 0.08% 136
2021
Q2 		$426K Sell
766
-64
-8% -$35.5K 0.08% 132
2021
Q1 		$410K Buy
+830
New +$408K 0.08% 131

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

Sierra Capital's SIVB Position: Q1 2023 in Review

Sierra Capital sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 29 shares — an estimated $7K sold.

Sierra Capital first reported a position in SIVB in Q1 2021 and held it in 8 quarters. The position peaked at $494K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Sierra Capital reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 29 SVB Financial Group shares in Q1 2023, an estimated $7K.
  • Sierra Capital first reported a position in SVB Financial Group in Q1 2021 and held it in 8 quarters.
  • Sierra Capital's SVB Financial Group position peaked at $494K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.