SFFS
SIVB

Stonehage Fleming Financial Services’s SVB Financial Group SIVB Stock Holding History

Stonehage Fleming Financial Services’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
-661
Closed -$152K – 193
2022
Q4 		$152K Hold
661
– – 0.01% 101
2022
Q3 		$221K Hold
661
– – 0.02% 99
2022
Q2 		$261K Hold
661
– – 0.01% 135
2022
Q1 		$369K Hold
661
– – 0.01% 128
2021
Q4 		$448K Hold
661
– – 0.01% 125
2021
Q3 		$428K Hold
661
– – 0.01% 122
2021
Q2 		$368K Hold
661
– – 0.01% 123
2021
Q1 		$326K Hold
661
– – 0.01% 127
2020
Q4 		$256K Hold
661
– – 0.01% 134
2020
Q3 		$159K Buy
+661
New +$156K 0.01% 128

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

Stonehage Fleming Financial Services's SIVB Position: Q1 2023 in Review

Stonehage Fleming Financial Services sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 661 shares — an estimated $152K sold.

Stonehage Fleming Financial Services first reported a position in SIVB in Q3 2020 and held it in 10 quarters. The position peaked at $448K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Stonehage Fleming Financial Services reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 661 SVB Financial Group shares in Q1 2023, an estimated $152K.
  • Stonehage Fleming Financial Services first reported a position in SVB Financial Group in Q3 2020 and held it in 10 quarters.
  • Stonehage Fleming Financial Services's SVB Financial Group position peaked at $448K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Stonehage Fleming Financial Services's 13F filing for Q1 2023, filed 12 May 2023.