SSM
SIVB

Sound Shore Management’s SVB Financial Group SIVB Stock Holding History

Sound Shore 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
-346,243
Closed -$79.7M – 42
2022
Q4 		$79.7M Buy
346,243
+98,156
+40% +$24.4M 3% 15
2022
Q3 		$83.3M Buy
248,087
+15,261
+7% +$6.14M 3.37% 9
2022
Q2 		$92M Buy
232,826
+11,208
+5% +$5.28M 3.37% 9
2022
Q1 		$124M Buy
221,618
+101,118
+84% +$61.4M 3.6% 6
2021
Q4 		$81.7M Sell
120,500
-5,478
-4% -$3.86M 2.27% 26
2021
Q3 		$81.5M Sell
125,978
-467
-0.4% -$271K 2.3% 30
2021
Q2 		$70.4M Sell
126,445
-782
-0.6% -$434K 1.96% 36
2021
Q1 		$62.8M Sell
127,227
-56,935
-31% -$28M 1.83% 38
2020
Q4 		$71.4M Sell
184,162
-150,849
-45% -$48.9M 2.12% 28
2020
Q3 		$80.6M Sell
335,011
-171,973
-34% -$40.5M 2.52% 21
2020
Q2 		$109M Sell
506,984
-80,283
-14% -$15.5M 3.37% 10
2020
Q1 		$88.7M Buy
587,267
+50,553
+9% +$11.1M 3.09% 13
2019
Q4 		$135M Buy
536,714
+217,141
+68% +$49.4M 3.15% 13
2019
Q3 		$66.8M Buy
+319,573
New +$67M 1.39% 35

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

Sound Shore Management's SIVB Position: Q1 2023 in Review

Sound Shore Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 346,243 shares — an estimated $79.7M sold.

Sound Shore Management first reported a position in SIVB in Q3 2019 and held it in 14 quarters. The position peaked at $135M in Q4 2019. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Sound Shore Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Sound Shore Management sold 346,243 SVB Financial Group shares in Q1 2023, an estimated $79.7M.
  • Sound Shore Management first reported a position in SVB Financial Group in Q3 2019 and held it in 14 quarters.
  • Sound Shore Management's SVB Financial Group position peaked at $135M in Q4 2019.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Sound Shore Management's 13F filing for Q1 2023, filed 5 May 2023.