VI
SIVB

Vestcor Inc’s SVB Financial Group SIVB Stock Holding History

Vestcor Inc’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
-1,401
Closed -$322K – 1377
2022
Q4 		$322K Buy
1,401
+15
+1% +$3.73K 0.01% 776
2022
Q3 		$465K Buy
1,386
+18
+1% +$7.25K 0.02% 699
2022
Q2 		$540K Buy
1,368
+439
+47% +$207K 0.02% 659
2022
Q1 		$520K Buy
929
+205
+28% +$124K 0.02% 650
2021
Q4 		$491K Sell
724
-100
-12% -$70.4K 0.02% 642
2021
Q3 		$533K Sell
824
-47
-5% -$27.3K 0.02% 578
2021
Q2 		$485K Sell
871
-134
-13% -$74.3K 0.02% 635
2021
Q1 		$496K Buy
1,005
+18
+2% +$8.85K 0.02% 623
2020
Q4 		$383K Sell
987
-82
-8% -$26.6K 0.02% 595
2020
Q3 		$257K Sell
1,069
-29
-3% -$6.82K 0.01% 617
2020
Q2 		$237K Sell
1,098
-6
-0.5% -$1.16K 0.01% 565
2020
Q1 		$167K Buy
1,104
+209
+23% +$46K 0.01% 659
2019
Q4 		$225K Buy
+895
New +$204K 0.01% 674

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

Vestcor Inc's SIVB Position: Q1 2023 in Review

Vestcor Inc sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,401 shares — an estimated $322K sold.

Vestcor Inc first reported a position in SIVB in Q4 2019 and held it in 13 quarters. The position peaked at $540K in Q2 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Vestcor Inc reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Vestcor Inc sold 1,401 SVB Financial Group shares in Q1 2023, an estimated $322K.
  • Vestcor Inc first reported a position in SVB Financial Group in Q4 2019 and held it in 13 quarters.
  • Vestcor Inc's SVB Financial Group position peaked at $540K in Q2 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Vestcor Inc's 13F filing for Q1 2023, filed 15 May 2023.