Spirit of America Management Corp’s SVB Financial Group SIVB Stock Holding History

Spirit of America Management Corp’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	-600	Closed	-$138K	–	246
2022 Q4	$138K	Sell	600 -1,773	-75%	-$440K	0.03%	198
2022 Q3	$797K	Sell	2,373 -600	-20%	-$242K	0.19%	110
2022 Q2	$1.17M	Hold	2,973	–	–	0.27%	94
2022 Q1	$1.66M	Buy	2,973 +150	+5%	+$91K	0.33%	85
2021 Q4	$1.92M	Buy	2,823 +100	+4%	+$70.4K	0.38%	79
2021 Q3	$1.76M	Hold	2,723	–	–	0.38%	83
2021 Q2	$1.51M	Hold	2,723	–	–	0.32%	87
2021 Q1	$1.34M	Buy	2,723 +50	+2%	+$24.6K	0.32%	89
2020 Q4	$1.04M	Hold	2,673	–	–	0.26%	103
2020 Q3	$643K	Hold	2,673	–	–	0.18%	119
2020 Q2	$576K	Sell	2,673 -250	-9%	-$48.1K	0.15%	128
2020 Q1	$442K	Sell	2,923 -2,080	-42%	-$458K	0.14%	133
2019 Q4	$1.26M	Hold	5,003	–	–	0.22%	106
2019 Q3	$1.04M	Hold	5,003	–	–	0.17%	118
2019 Q2	$1.12M	Hold	5,003	–	–	0.17%	117
2019 Q1	$1.11M	Hold	5,003	–	–	0.16%	116
2018 Q4	$950K	Buy	5,003 +428	+9%	+$105K	0.15%	125
2018 Q3	$1.42M	Hold	4,575	–	–	0.18%	110
2018 Q2	$1.32M	Hold	4,575	–	–	0.16%	112
2018 Q1	$1.1M	Buy	+4,575	New	+$1.15M	0.14%	126

Other funds holding SIVB

TAMH

Taikang Asset Management (HK) Hong Kong $1.1B AUM 50.43% 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 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

Spirit of America Management Corp's SIVB Position: Q1 2023 in Review

Spirit of America Management Corp sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 600 shares — an estimated $138K sold.

Spirit of America Management Corp first reported a position in SIVB in Q1 2018 and held it in 20 quarters. The position peaked at $1.92M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Spirit of America Management Corp reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Spirit of America Management Corp sold 600 SVB Financial Group shares in Q1 2023, an estimated $138K.
Spirit of America Management Corp first reported a position in SVB Financial Group in Q1 2018 and held it in 20 quarters.
Spirit of America Management Corp's SVB Financial Group position peaked at $1.92M in Q4 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Spirit of America Management Corp's 13F filing for Q1 2023, filed 11 Apr 2023.