Swedbank
SIVB

Swedbank’s SVB Financial Group SIVB Stock Holding History

Swedbank’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
-170,928
Closed -$39.3M – 733
2022
Q4 		$39.3M Sell
170,928
-250,170
-59% -$62.1M 0.09% 203
2022
Q3 		$141M Sell
421,098
-270,061
-39% -$109M 0.34% 61
2022
Q2 		$273M Buy
691,159
+153,048
+28% +$72.1M 0.62% 35
2022
Q1 		$301M Buy
538,111
+174,400
+48% +$106M 0.56% 35
2021
Q4 		$247M Sell
363,711
-26,826
-7% -$18.9M 0.41% 47
2021
Q3 		$253M Sell
390,537
-44,427
-10% -$25.8M 0.47% 41
2021
Q2 		$242M Sell
434,964
-125,128
-22% -$69.4M 0.45% 44
2021
Q1 		$276M Sell
560,092
-161,200
-22% -$79.3M 0.57% 35
2020
Q4 		$277M Sell
721,292
-23,446
-3% -$7.6M 0.81% 31
2020
Q3 		$179M Buy
744,738
+30,500
+4% +$7.18M 0.62% 45
2020
Q2 		$154M Buy
714,238
+22,300
+3% +$4.29M 0.56% 47
2020
Q1 		$105M Buy
691,938
+178,400
+35% +$39.3M 0.52% 63
2019
Q4 		$128M Sell
513,538
-254,078
-33% -$57.8M 0.52% 71
2019
Q3 		$160M Buy
+767,616
New +$161M 0.73% 47

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

Swedbank's SIVB Position: Q1 2023 in Review

Swedbank sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 170,928 shares — an estimated $39.3M sold.

Swedbank first reported a position in SIVB in Q3 2019 and held it in 14 quarters. The position peaked at $301M in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Swedbank reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Swedbank sold 170,928 SVB Financial Group shares in Q1 2023, an estimated $39.3M.
  • Swedbank first reported a position in SVB Financial Group in Q3 2019 and held it in 14 quarters.
  • Swedbank's SVB Financial Group position peaked at $301M in Q1 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Swedbank's 13F filing for Q1 2023, filed 6 Dec 2024.