SIA
SIVB

Sit Investment Associates’s SVB Financial Group SIVB Stock Holding History

Sit Investment Associates’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
-4,925
Closed -$1.13M – 562
2022
Q4 		$1.13M Hold
4,925
– – 0.03% 340
2022
Q3 		$1.65M Buy
4,925
+1,650
+50% +$664K 0.05% 299
2022
Q2 		$1.29M Hold
3,275
– – 0.04% 312
2022
Q1 		$1.83M Hold
3,275
– – 0.05% 305
2021
Q4 		$2.22M Hold
3,275
– – 0.05% 295
2021
Q3 		$2.12M Sell
3,275
-500
-13% -$290K 0.05% 287
2021
Q2 		$2.1M Sell
3,775
-600
-14% -$333K 0.05% 293
2021
Q1 		$2.16M Hold
4,375
– – 0.06% 295
2020
Q4 		$1.7M Hold
4,375
– – 0.05% 311
2020
Q3 		$1.05M Hold
4,375
– – 0.03% 344
2020
Q2 		$943K Sell
4,375
-60
-1% -$11.6K 0.03% 332
2020
Q1 		$670K Sell
4,435
-5,125
-54% -$1.13M 0.03% 357
2019
Q4 		$2.4M Hold
9,560
– – 0.07% 266
2019
Q3 		$2M Sell
9,560
-3,500
-27% -$733K 0.06% 279
2019
Q2 		$2.93M Hold
13,060
– – 0.09% 232
2019
Q1 		$2.9M Sell
13,060
-3,240
-20% -$754K 0.09% 226
2018
Q4 		$3.1M Hold
16,300
– – 0.1% 202
2018
Q3 		$5.07M Sell
16,300
-1,600
-9% -$505K 0.13% 168
2018
Q2 		$5.17M Hold
17,900
– – 0.13% 185
2018
Q1 		$4.3M Hold
17,900
– – 0.11% 201
2017
Q4 		$4.18M Hold
17,900
– – 0.1% 207
2017
Q3 		$3.35M Sell
17,900
-215
-1% -$37.8K 0.08% 230
2017
Q2 		$3.18M Buy
18,115
+7,940
+78% +$1.42M 0.08% 223
2017
Q1 		$1.89M Buy
10,175
+1,350
+15% +$245K 0.05% 291
2016
Q4 		$1.51M Buy
+8,825
New +$1.27M 0.04% 291

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 $1.25B AUM 41.83% 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

Sit Investment Associates's SIVB Position: Q1 2023 in Review

Sit Investment Associates sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 4,925 shares — an estimated $1.13M sold.

Sit Investment Associates first reported a position in SIVB in Q4 2016 and held it in 25 quarters. The position peaked at $5.17M in Q2 2018. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Sit Investment Associates reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Sit Investment Associates sold 4,925 SVB Financial Group shares in Q1 2023, an estimated $1.13M.
  • Sit Investment Associates first reported a position in SVB Financial Group in Q4 2016 and held it in 25 quarters.
  • Sit Investment Associates's SVB Financial Group position peaked at $5.17M in Q2 2018.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Sit Investment Associates's 13F filing for Q1 2023, filed 11 May 2023.