TMAM
SIVB

Tokio Marine Asset Management’s SVB Financial Group SIVB Stock Holding History

Tokio Marine 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
-1,264
Closed -$291K – 582
2022
Q4 		$291K Buy
1,264
+194
+18% +$48.2K 0.02% 432
2022
Q3 		$359K Buy
1,070
+119
+13% +$47.9K 0.03% 341
2022
Q2 		$376K Buy
951
+209
+28% +$98.5K 0.03% 317
2022
Q1 		$415K Sell
742
-492
-40% -$299K 0.03% 295
2021
Q4 		$837K Buy
1,234
+75
+6% +$52.8K 0.07% 175
2021
Q3 		$750K Sell
1,159
-125
-10% -$72.5K 0.07% 180
2021
Q2 		$714K Sell
1,284
-214
-14% -$119K 0.07% 168
2021
Q1 		$740K Buy
+1,498
New +$737K 0.08% 157
2020
Q1 		– Sell
-30,748
Closed -$7.72M – 268
2019
Q4 		$7.72M Buy
30,748
+5,700
+23% +$1.3M 1.18% 27
2019
Q3 		$5.23M Buy
25,048
+8,746
+54% +$1.83M 0.87% 32
2019
Q2 		$3.66M Buy
16,302
+325
+2% +$75.2K 0.64% 39
2019
Q1 		$3.55M Buy
15,977
+543
+4% +$126K 0.66% 38
2018
Q4 		$2.93M Sell
15,434
-12,426
-45% -$3.04M 0.59% 47
2018
Q3 		$8.66M Buy
27,860
+260
+0.9% +$82K 1.52% 25
2018
Q2 		$7.97M Sell
27,600
-4,700
-15% -$1.38M 1.46% 26
2018
Q1 		$7.75M Sell
32,300
-400
-1% -$100K 1.37% 24
2017
Q4 		$7.64M Sell
32,700
-4,100
-11% -$874K 1.15% 23
2017
Q3 		$6.88M Buy
36,800
+8,000
+28% +$1.41M 1.04% 26
2017
Q2 		$5.06M Buy
+28,800
New +$5.16M 0.73% 42

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 $1.25B AUM 41.83% 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

Tokio Marine Asset Management's SIVB Position: Q1 2023 in Review

Tokio Marine Asset Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,264 shares — an estimated $291K sold.

Tokio Marine Asset Management first reported a position in SIVB in Q2 2017 and held it in 19 quarters. The position peaked at $8.66M in Q3 2018. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Tokio Marine Asset Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Tokio Marine Asset Management sold 1,264 SVB Financial Group shares in Q1 2023, an estimated $291K.
  • Tokio Marine Asset Management first reported a position in SVB Financial Group in Q2 2017 and held it in 19 quarters.
  • Tokio Marine Asset Management's SVB Financial Group position peaked at $8.66M in Q3 2018.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Tokio Marine Asset Management's 13F filing for Q1 2023, filed 11 May 2023.