Twin Lakes Capital Management’s SVB Financial Group SIVB Stock Holding History

Twin Lakes Capital 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	-126	Closed	-$29K	–	249
2022 Q4	$29K	Hold	126	–	–	0.02%	159
2022 Q3	$42K	Buy	+126	New	+$50.7K	0.03%	148
2022 Q2	–	Sell	-126	Closed	-$70K	–	304
2022 Q1	$70K	Hold	126	–	–	0.04%	136
2021 Q4	$85K	Hold	126	–	–	0.05%	127
2021 Q3	$82K	Hold	126	–	–	0.05%	122
2021 Q2	$70K	Hold	126	–	–	0.04%	118
2021 Q1	$62K	Buy	+126	New	+$62K	0.04%	118

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 Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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 Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

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

Twin Lakes Capital Management's SIVB Position: Q1 2023 in Review

Twin Lakes Capital Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 126 shares — an estimated $29K sold.

Twin Lakes Capital Management first reported a position in SIVB in Q1 2021 and held it in 7 quarters. The position peaked at $85K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Twin Lakes Capital Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Twin Lakes Capital Management sold 126 SVB Financial Group shares in Q1 2023, an estimated $29K.
Twin Lakes Capital Management first reported a position in SVB Financial Group in Q1 2021 and held it in 7 quarters.
Twin Lakes Capital Management's SVB Financial Group position peaked at $85K in Q4 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Twin Lakes Capital Management's 13F filing for Q1 2023, filed 10 May 2023.