Sumitomo Mitsui Trust Group
SIVB

Sumitomo Mitsui Trust Group’s SVB Financial Group SIVB Stock Holding History

Sumitomo Mitsui Trust Group’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
-172,544
Closed -$39.7M – 1209
2022
Q4 		$39.7M Buy
172,544
+2,503
+1% +$622K 0.03% 557
2022
Q3 		$57.1M Sell
170,041
-104,193
-38% -$41.9M 0.05% 446
2022
Q2 		$108M Buy
274,234
+14,472
+6% +$6.82M 0.08% 278
2022
Q1 		$145M Sell
259,762
-3,022
-1% -$1.83M 0.1% 230
2021
Q4 		$178M Buy
262,784
+4,364
+2% +$3.07M 0.11% 204
2021
Q3 		$167M Buy
258,420
+3,415
+1% +$1.98M 0.1% 214
2021
Q2 		$142M Sell
255,005
-62,620
-20% -$34.7M 0.08% 260
2021
Q1 		$157M Sell
317,625
-48,422
-13% -$23.8M 0.1% 231
2020
Q4 		$142M Buy
366,047
+24,660
+7% +$7.99M 0.09% 251
2020
Q3 		$82.1M Sell
341,387
-7,283
-2% -$1.71M 0.06% 361
2020
Q2 		$75.1M Sell
348,670
-21,165
-6% -$4.08M 0.05% 379
2020
Q1 		$55.9M Buy
369,835
+42,106
+13% +$9.27M 0.05% 407
2019
Q4 		$82.3M Buy
327,729
+19,142
+6% +$4.35M 0.06% 326
2019
Q3 		$64.5M Buy
308,587
+1,599
+0.5% +$335K 0.06% 366
2019
Q2 		$68.9M Buy
306,988
+15,267
+5% +$3.53M 0.06% 336
2019
Q1 		$64.9M Buy
291,721
+86,689
+42% +$20.2M 0.06% 339
2018
Q4 		$38.9M Buy
205,032
+32,879
+19% +$8.04M 0.04% 462
2018
Q3 		$53.5M Buy
172,153
+8,660
+5% +$2.73M 0.06% 356
2018
Q2 		$47.2M Buy
163,493
+12,508
+8% +$3.68M 0.06% 381
2018
Q1 		$36.2M Buy
150,985
+2,306
+2% +$579K 0.05% 428
2017
Q4 		$34.8M Buy
148,679
+922
+0.6% +$196K 0.04% 445
2017
Q3 		$27.6M Sell
147,757
-1,833
-1% -$322K 0.04% 490
2017
Q2 		$26.3M Buy
+149,590
New +$26.8M 0.04% 500

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 $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SIVB Position: Q1 2023 in Review

Sumitomo Mitsui Trust Group sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 172,544 shares — an estimated $39.7M sold.

Sumitomo Mitsui Trust Group first reported a position in SIVB in Q2 2017 and held it in 23 quarters. The position peaked at $178M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Sumitomo Mitsui Trust Group reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 172,544 SVB Financial Group shares in Q1 2023, an estimated $39.7M.
  • Sumitomo Mitsui Trust Group first reported a position in SVB Financial Group in Q2 2017 and held it in 23 quarters.
  • Sumitomo Mitsui Trust Group's SVB Financial Group position peaked at $178M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2023, filed 27 Apr 2023.