SW
SI

SVB Wealth’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

SVB Wealth’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,962
Closed -$286K – 1825
2024
Q4 		$286K Buy
+2,962
New +$286K 0.01% 578
2024
Q3 		– Sell
-3,239
Closed -$302K – 664
2024
Q2 		$302K Sell
3,239
-982
-23% -$91.6K 0.01% 561
2024
Q1 		$403K Sell
4,221
-138
-3% -$13.2K 0.01% 540
2023
Q4 		$408K Buy
4,359
+334
+8% +$31.2K 0.01% 544
2023
Q3 		$288K Sell
4,025
-749
-16% -$53.5K 0.01% 622
2023
Q2 		$398K Sell
4,774
-131
-3% -$10.9K 0.01% 562
2023
Q1 		$397K Sell
4,905
-457
-9% -$37K 0.01% 611
2022
Q4 		$369K Buy
5,362
+932
+21% +$64.1K 0.01% 662
2022
Q3 		$217K Buy
+4,430
New +$217K ﹤0.01% 827
2022
Q2 		– Sell
-3,256
Closed -$225K – 875
2022
Q1 		$225K Buy
+3,256
New +$225K ﹤0.01% 665
2021
Q2 		– Sell
-6,214
Closed -$511K – 1036
2021
Q1 		$511K Buy
6,214
+753
+14% +$61.9K 0.01% 513
2020
Q4 		$393K Buy
5,461
+1,094
+25% +$78.7K 0.01% 537
2020
Q3 		$276K Buy
+4,367
New +$276K ﹤0.01% 547

Other funds holding SI

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $503M AUM 19.46% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SVB Wealth's SI Position: Q1 2025 in Review

SVB Wealth sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q1 2025, closing a stake of 2,962 shares — an estimated $286K sold.

SVB Wealth first reported a position in SI in Q3 2020 and held it in 13 quarters. The position peaked at $511K in Q1 2021. 52 funds tracked by Wall St. Rank hold SI as of Q1 2025.

  • SVB Wealth reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 2,962 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q1 2025, an estimated $286K.
  • SVB Wealth first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q3 2020 and held it in 13 quarters.
  • SVB Wealth's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $511K in Q1 2021.
  • 52 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.