SLI
SIVB

Sumitomo Life Insurance’s SVB Financial Group SIVB Stock Holding History

Sumitomo Life Insurance’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
-3,791
Closed -$872K – 269
2022
Q4 		$872K Sell
3,791
-147
-4% -$36.5K 0.06% 196
2022
Q3 		$1.32M Buy
3,938
+117
+3% +$47.1K 0.06% 134
2022
Q2 		$1.51M Buy
3,821
+50
+1% +$23.6K 0.04% 131
2022
Q1 		$2.11M Buy
3,771
+166
+5% +$101K 0.05% 106
2021
Q4 		$2.44M Buy
3,605
+247
+7% +$174K 0.06% 96
2021
Q3 		$2.17M Sell
3,358
-141
-4% -$81.8K 0.06% 109
2021
Q2 		$1.95M Sell
3,499
-535
-13% -$297K 0.06% 120
2021
Q1 		$1.99M Sell
4,034
-166
-4% -$81.6K 0.08% 131
2020
Q4 		$1.63M Sell
4,200
-531
-11% -$172K 0.07% 164
2020
Q3 		$1.14M Sell
4,731
-285
-6% -$67K 0.05% 197
2020
Q2 		$1.08M Sell
5,016
-320
-6% -$61.6K 0.06% 198
2020
Q1 		$806K Sell
5,336
-73
-1% -$16.1K 0.06% 209
2019
Q4 		$1.36M Buy
5,409
+342
+7% +$77.8K 0.15% 199
2019
Q3 		$1.06M Sell
5,067
-514
-9% -$108K 0.14% 214
2019
Q2 		$1.25M Buy
5,581
+177
+3% +$40.9K 0.15% 198
2019
Q1 		$1.2M Buy
5,404
+872
+19% +$203K 0.16% 195
2018
Q4 		$861K Sell
4,532
-233
-5% -$57K 0.12% 224
2018
Q3 		$1.48M Buy
+4,765
New +$1.5M 0.18% 181

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

Sumitomo Life Insurance's SIVB Position: Q1 2023 in Review

Sumitomo Life Insurance sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 3,791 shares — an estimated $872K sold.

Sumitomo Life Insurance first reported a position in SIVB in Q3 2018 and held it in 18 quarters. The position peaked at $2.44M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Sumitomo Life Insurance reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Sumitomo Life Insurance sold 3,791 SVB Financial Group shares in Q1 2023, an estimated $872K.
  • Sumitomo Life Insurance first reported a position in SVB Financial Group in Q3 2018 and held it in 18 quarters.
  • Sumitomo Life Insurance's SVB Financial Group position peaked at $2.44M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Sumitomo Life Insurance's 13F filing for Q1 2023, filed 27 Apr 2023.