UIA
SIVB

Ulland Investment Advisors’s SVB Financial Group SIVB Stock Holding History

Ulland Investment Advisors’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
-134
Closed -$31K – 224
2022
Q4 		$31K Sell
134
-20
-13% -$4.97K 0.04% 114
2022
Q3 		$52K Sell
154
-6,448
-98% -$2.6M 0.06% 93
2022
Q2 		$2.61M Sell
6,602
-1,251
-16% -$589K 2.67% 14
2022
Q1 		$4.39M Buy
+7,853
New +$4.77M 3.29% 7

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

Ulland Investment Advisors's SIVB Position: Q1 2023 in Review

Ulland Investment Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 134 shares — an estimated $31K sold.

Ulland Investment Advisors first reported a position in SIVB in Q1 2022 and held it in 4 quarters. The position peaked at $4.39M in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Ulland Investment Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Ulland Investment Advisors sold 134 SVB Financial Group shares in Q1 2023, an estimated $31K.
  • Ulland Investment Advisors first reported a position in SVB Financial Group in Q1 2022 and held it in 4 quarters.
  • Ulland Investment Advisors's SVB Financial Group position peaked at $4.39M in Q1 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Ulland Investment Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.