VIM
SIVB

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

VELA 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
-1,561
Closed -$359K – 146
2022
Q4 		$359K Buy
1,561
+469
+43% +$116K 0.18% 123
2022
Q3 		$367K Buy
1,092
+364
+50% +$147K 0.21% 115
2022
Q2 		$288K Hold
728
– – 0.16% 128
2022
Q1 		$407K Buy
728
+192
+36% +$117K 0.26% 98
2021
Q4 		$364K Buy
+536
New +$378K 0.24% 107

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

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

VELA Investment Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,561 shares — an estimated $359K sold.

VELA Investment Management first reported a position in SIVB in Q4 2021 and held it in 5 quarters. The position peaked at $407K in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • VELA Investment Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • VELA Investment Management sold 1,561 SVB Financial Group shares in Q1 2023, an estimated $359K.
  • VELA Investment Management first reported a position in SVB Financial Group in Q4 2021 and held it in 5 quarters.
  • VELA Investment Management's SVB Financial Group position peaked at $407K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on VELA Investment Management's 13F filing for Q1 2023, filed 8 May 2023.