USS Investment Management’s SVB Financial Group SIVB Stock Holding History

USS Investment 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	-9,497	Closed	-$2.18M	–	606
2022 Q4	$2.18M	Buy	9,497 +565	+6%	+$140K	0.03%	483
2022 Q3	$3M	Sell	8,932 -4,007	-31%	-$1.61M	0.04%	422
2022 Q2	$5.12M	Sell	12,939 -644	-5%	-$303K	0.05%	372
2022 Q1	$7.6M	Buy	13,583 +1,247	+10%	+$757K	0.06%	328
2021 Q4	$8.37M	Hold	12,336	–	–	0.06%	315
2021 Q3	$7.98M	Buy	+12,336	New	+$7.15M	0.07%	308
2016 Q1	–	Sell	-664,419	Closed	-$79M	–	157
2015 Q4	$79M	Hold	664,419	–	–	1.3%	33
2015 Q3	$76.8M	Buy	664,419 +211,474	+47%	+$28.3M	1.36%	31
2015 Q2	$65.2M	Hold	452,945	–	–	1.03%	45
2015 Q1	$57.5M	Buy	+452,945	New	+$54.1M	0.94%	49

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 $1.2B AUM 37.55% 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

USS Investment Management's SIVB Position: Q1 2023 in Review

USS Investment Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 9,497 shares — an estimated $2.18M sold.

USS Investment Management first reported a position in SIVB in Q1 2015 and held it in 10 quarters. The position peaked at $79M in Q4 2015. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

USS Investment Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
USS Investment Management sold 9,497 SVB Financial Group shares in Q1 2023, an estimated $2.18M.
USS Investment Management first reported a position in SVB Financial Group in Q1 2015 and held it in 10 quarters.
USS Investment Management's SVB Financial Group position peaked at $79M in Q4 2015.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on USS Investment Management's 13F filing for Q1 2023, filed 15 May 2023.