SMDAM
SIVB

Sumitomo Mitsui DS Asset Management’s SVB Financial Group SIVB Stock Holding History

Sumitomo Mitsui DS Asset 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
-10,101
Closed -$2.32M – 789
2022
Q4 		$2.32M Buy
10,101
+68
+0.7% +$16.9K 0.05% 322
2022
Q3 		$3.37M Buy
10,033
+708
+8% +$285K 0.08% 211
2022
Q2 		$3.68M Sell
9,325
-1,739
-16% -$819K 0.09% 190
2022
Q1 		$6.19M Sell
11,064
-4,028
-27% -$2.44M 0.13% 140
2021
Q4 		$10.2M Buy
15,092
+11,755
+352% +$8.28M 0.21% 96
2021
Q3 		$2.16M Buy
3,337
+132
+4% +$76.5K 0.05% 313
2021
Q2 		$1.78M Buy
3,205
+9
+0.3% +$4.99K 0.04% 353
2021
Q1 		$1.58M Buy
3,196
+27
+0.9% +$13.3K 0.04% 371
2020
Q4 		$1.23M Sell
3,169
-35
-1% -$11.3K 0.03% 403
2020
Q3 		$770K Buy
3,204
+39
+1% +$9.18K 0.02% 480
2020
Q2 		$682K Buy
3,165
+49
+2% +$9.44K 0.02% 496
2020
Q1 		$470K Sell
3,116
-103
-3% -$22.7K 0.02% 513
2019
Q4 		$808K Hold
3,219
– – 0.03% 480
2019
Q3 		$672K Buy
3,219
+307
+11% +$64.3K 0.03% 495
2019
Q2 		$654K Sell
2,912
-770
-21% -$178K 0.03% 486
2019
Q1 		$818K Sell
3,682
-3,288
-47% -$766K 0.01% 570
2018
Q4 		$1.32M Buy
6,970
+9
+0.1% +$2.2K 0.02% 403
2018
Q3 		$2.16M Buy
6,961
+3,264
+88% +$1.03M 0.03% 344
2018
Q2 		$1.07M Buy
3,697
+55
+2% +$16.2K 0.02% 489
2018
Q1 		$874K Buy
3,642
+285
+8% +$71.5K 0.01% 548
2017
Q4 		$784K Sell
3,357
-569
-14% -$121K 0.01% 593
2017
Q3 		$734K Hold
3,926
– – 0.01% 570
2017
Q2 		$690K Buy
+3,926
New +$703K 0.01% 591

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 Mitsui DS Asset Management's SIVB Position: Q1 2023 in Review

Sumitomo Mitsui DS Asset Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 10,101 shares — an estimated $2.32M sold.

Sumitomo Mitsui DS Asset Management first reported a position in SIVB in Q2 2017 and held it in 23 quarters. The position peaked at $10.2M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Sumitomo Mitsui DS Asset Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Sumitomo Mitsui DS Asset Management sold 10,101 SVB Financial Group shares in Q1 2023, an estimated $2.32M.
  • Sumitomo Mitsui DS Asset Management first reported a position in SVB Financial Group in Q2 2017 and held it in 23 quarters.
  • Sumitomo Mitsui DS Asset Management's SVB Financial Group position peaked at $10.2M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q1 2023, filed 2 May 2023.