Taikang Asset Management (HK)’s SVB Financial Group SIVB Stock Holding History

Taikang Asset Management (HK)’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 Q2	–	Sell	-25,314	Closed	-$180K	–	69
2023 Q1	$180K	Buy	25,314 +2,726	+12%	+$765K	﹤0.01%	63
2022 Q4	$40.6M	Buy	22,588 +4,692	+26%	+$1.17M	1.1%	34
2022 Q3	$47.2M	Hold	17,896	–	–	1.24%	33
2022 Q2	$55.5M	Buy	17,896 +1,956	+12%	+$921K	1.37%	26
2022 Q1	$8.92M	Buy	15,940 +9,588	+151%	+$5.82M	1.52%	24
2021 Q4	$4.31M	Buy	6,352 +1,769	+39%	+$1.25M	0.86%	37
2021 Q3	$2.96M	Buy	4,583 +3,060	+201%	+$1.77M	0.6%	51
2021 Q2	$847K	Buy	+1,523	New	+$845K	0.13%	81

Other funds holding SIVB

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

GFA

Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Taikang Asset Management (HK)'s SIVB Position: Q2 2023 in Review

Taikang Asset Management (HK) sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 25,314 shares — an estimated $180K sold.

Taikang Asset Management (HK) first reported a position in SIVB in Q2 2021 and held it in 8 quarters. The position peaked at $55.5M in Q2 2022. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

Taikang Asset Management (HK) reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
Taikang Asset Management (HK) sold 25,314 SVB Financial Group shares in Q2 2023, an estimated $180K.
Taikang Asset Management (HK) first reported a position in SVB Financial Group in Q2 2021 and held it in 8 quarters.
Taikang Asset Management (HK)'s SVB Financial Group position peaked at $55.5M in Q2 2022.
22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Taikang Asset Management (HK)'s 13F filing for Q2 2023, filed 9 Aug 2023.