Twin Tree Management
SIVB

Twin Tree Management’s SVB Financial Group SIVB Stock Holding History

Twin Tree 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
2022
Q3 		– Sell
-61,600
Closed -$24.3M – 1786
2022
Q2 		$24.3M Sell
61,600
-54,100
-47% -$25.5M 0.04% 350
2022
Q1 		$64.7M Buy
115,700
+92,100
+390% +$55.9M 0.1% 144
2021
Q4 		$16M Buy
23,600
+14,400
+157% +$10.1M 0.03% 486
2021
Q3 		$5.95M Buy
+9,200
New +$5.33M 0.01% 717
2020
Q3 		– Sell
-63,200
Closed -$13.6M – 1708
2020
Q2 		$13.6M Sell
63,200
-18,900
-23% -$3.64M 0.06% 381
2020
Q1 		$12.4M Buy
82,100
+50,500
+160% +$11.1M 0.06% 275
2019
Q4 		$7.93M Buy
31,600
+3,000
+10% +$682K 0.03% 402
2019
Q3 		$5.98M Buy
28,600
+10,200
+55% +$2.14M 0.02% 442
2019
Q2 		$4.13M Sell
18,400
-46,400
-72% -$10.7M 0.02% 500
2019
Q1 		$14.4M Sell
64,800
-14,800
-19% -$3.45M 0.07% 224
2018
Q4 		$15.1M Buy
+79,600
New +$19.5M 0.09% 226
2018
Q2 		– Sell
-6,500
Closed -$1.56M – 1435
2018
Q1 		$1.56M Sell
6,500
-43,300
-87% -$10.9M 0.01% 572
2017
Q4 		$11.6M Buy
49,800
+27,000
+118% +$5.75M 0.09% 204
2017
Q3 		$4.27M Buy
+22,800
New +$4.01M 0.03% 408
2017
Q1 		– Sell
-2,100
Closed -$360K – 1378
2016
Q4 		$360K Buy
+2,100
New +$301K ﹤0.01% 930
2016
Q2 		– Sell
-1,200
Closed -$122K – 1481
2016
Q1 		$122K Sell
1,200
-8,600
-88% -$832K ﹤0.01% 1077
2015
Q4 		$1.17M Sell
9,800
-5,900
-38% -$732K 0.02% 608
2015
Q3 		$1.81M Buy
15,700
+5,800
+59% +$777K 0.05% 366
2015
Q2 		$1.43M Buy
+9,900
New +$1.34M 0.03% 515

Other funds holding SIVB

SW
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

Twin Tree Management's SIVB Position: Q2 2023 in Review

Twin Tree Management sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 100 shares — an estimated $91 sold.

Twin Tree Management first reported a position in SIVB in Q2 2015 and held it in 19 quarters. The position peaked at $29.4M in Q1 2022. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Twin Tree Management reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Twin Tree Management sold 100 SVB Financial Group shares in Q2 2023, an estimated $91.
  • Twin Tree Management first reported a position in SVB Financial Group in Q2 2015 and held it in 19 quarters.
  • Twin Tree Management's SVB Financial Group position peaked at $29.4M in Q1 2022.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Twin Tree Management's 13F filing for Q2 2023, filed 11 Aug 2023.