URS
SIVB

Utah Retirement Systems’s SVB Financial Group SIVB Stock Holding History

Utah Retirement Systems’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
-10,439
Closed -$2.4M – 1014
2022
Q4 		$2.4M Sell
10,439
-54
-0.5% -$13.4K 0.04% 433
2022
Q3 		$3.52M Buy
10,493
+32
+0.3% +$12.9K 0.06% 329
2022
Q2 		$4.13M Buy
10,461
+400
+4% +$188K 0.07% 296
2022
Q1 		$5.63M Sell
10,061
-200
-2% -$121K 0.07% 261
2021
Q4 		$6.96M Buy
10,261
+23
+0.2% +$16.2K 0.09% 232
2021
Q3 		$6.62M Sell
10,238
-89
-0.9% -$51.6K 0.09% 221
2021
Q2 		$5.75M Buy
10,327
+429
+4% +$238K 0.07% 268
2021
Q1 		$4.89M Sell
9,898
-400
-4% -$197K 0.07% 294
2020
Q4 		$3.99M Buy
10,298
+463
+5% +$150K 0.06% 325
2020
Q3 		$2.37M Buy
9,835
+100
+1% +$23.5K 0.04% 419
2020
Q2 		$2.1M Sell
9,735
-200
-2% -$38.5K 0.04% 424
2020
Q1 		$1.5M Hold
9,935
– – 0.03% 460
2019
Q4 		$2.49M Buy
9,935
+100
+1% +$22.7K 0.04% 411
2019
Q3 		$2.06M Hold
9,835
– – 0.04% 449
2019
Q2 		$2.21M Sell
9,835
-95
-1% -$22K 0.04% 429
2019
Q1 		$2.21M Buy
9,930
+130
+1% +$30.3K 0.04% 422
2018
Q4 		$1.86M Hold
9,800
– – 0.04% 426
2018
Q3 		$3.05M Hold
9,800
– – 0.06% 321
2018
Q2 		$2.83M Hold
9,800
– – 0.06% 330
2018
Q1 		$2.35M Buy
9,800
+100
+1% +$25.1K 0.05% 386
2017
Q4 		$2.27M Buy
9,700
+100
+1% +$21.3K 0.05% 404
2017
Q3 		$1.8M Hold
9,600
– – 0.04% 450
2017
Q2 		$1.69M Buy
9,600
+100
+1% +$17.9K 0.04% 463
2017
Q1 		$1.77M Hold
9,500
– – 0.04% 435
2016
Q4 		$1.63M Hold
9,500
– – 0.04% 449
2016
Q3 		$1.05M Hold
9,500
– – 0.03% 601
2016
Q2 		$904K Buy
9,500
+300
+3% +$30.7K 0.02% 653
2016
Q1 		$939K Hold
9,200
– – 0.03% 633
2015
Q4 		$1.09M Hold
9,200
– – 0.03% 584
2015
Q3 		$1.06M Hold
9,200
– – 0.03% 582
2015
Q2 		$1.32M Buy
9,200
+100
+1% +$13.5K 0.04% 534
2015
Q1 		$1.16M Buy
9,100
+300
+3% +$35.8K 0.03% 587
2014
Q4 		$1.02M Hold
8,800
– – 0.03% 604
2014
Q3 		$987K Hold
8,800
– – 0.03% 596
2014
Q2 		$1.03M Buy
8,800
+600
+7% +$66.9K 0.03% 605
2014
Q1 		$1.06M Buy
8,200
+100
+1% +$11.7K 0.03% 580
2013
Q4 		$850K Hold
8,100
– – 0.03% 651
2013
Q3 		$700K Sell
8,100
-100
-1% -$8.64K 0.02% 717
2013
Q2 		$683K Buy
+8,200
New +$600K 0.02% 698

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
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

Utah Retirement Systems's SIVB Position: Q1 2023 in Review

Utah Retirement Systems sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 10,439 shares — an estimated $2.4M sold.

Utah Retirement Systems first reported a position in SIVB in Q2 2013 and held it in 39 quarters. The position peaked at $6.96M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Utah Retirement Systems reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Utah Retirement Systems sold 10,439 SVB Financial Group shares in Q1 2023, an estimated $2.4M.
  • Utah Retirement Systems first reported a position in SVB Financial Group in Q2 2013 and held it in 39 quarters.
  • Utah Retirement Systems's SVB Financial Group position peaked at $6.96M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Utah Retirement Systems's 13F filing for Q1 2023, filed 16 May 2023.