Voloridge Investment Management
SIVB

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

Voloridge 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
-445,286
Closed -$102M – 1699
2022
Q4 		$102M Buy
445,286
+197,649
+80% +$49.1M 0.57% 21
2022
Q3 		$83.2M Sell
247,637
-2,026
-0.8% -$815K 0.45% 33
2022
Q2 		$98.6M Buy
249,663
+118,637
+91% +$55.9M 0.51% 20
2022
Q1 		$73.3M Buy
131,026
+68,490
+110% +$41.6M 0.42% 38
2021
Q4 		$42.4M Buy
62,536
+46,438
+288% +$32.7M 0.23% 105
2021
Q3 		$10.4M Sell
16,098
-43,444
-73% -$25.2M 0.07% 420
2021
Q2 		$33.1M Buy
59,542
+27,182
+84% +$15.1M 0.23% 98
2021
Q1 		$16M Sell
32,360
-35,725
-52% -$17.6M 0.12% 230
2020
Q4 		$26.4M Buy
+68,085
New +$22.1M 0.22% 108
2019
Q1 		– Sell
-11,181
Closed -$2.12M – 1112
2018
Q4 		$2.12M Sell
11,181
-65,745
-85% -$16.1M 0.1% 191
2018
Q3 		$23.9M Buy
76,926
+4,867
+7% +$1.54M 0.52% 57
2018
Q2 		$20.8M Buy
+72,059
New +$21.2M 0.56% 38
2018
Q1 		– Sell
-67,790
Closed -$15.8M – 727
2017
Q4 		$15.8M Buy
+67,790
New +$14.4M 0.35% 58
2017
Q1 		– Sell
-6,706
Closed -$1.15M – 800
2016
Q4 		$1.15M Buy
+6,706
New +$961K 0.02% 476
2015
Q3 		– Sell
-6,095
Closed -$878K – 466
2015
Q2 		$878K Buy
6,095
+295
+5% +$39.9K 0.04% 231
2015
Q1 		$737K Buy
+5,800
New +$693K 0.04% 226

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

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

Voloridge Investment Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 445,286 shares — an estimated $102M sold.

Voloridge Investment Management first reported a position in SIVB in Q1 2015 and held it in 16 quarters. The position peaked at $102M in Q4 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Voloridge Investment Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Voloridge Investment Management sold 445,286 SVB Financial Group shares in Q1 2023, an estimated $102M.
  • Voloridge Investment Management first reported a position in SVB Financial Group in Q1 2015 and held it in 16 quarters.
  • Voloridge Investment Management's SVB Financial Group position peaked at $102M in Q4 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

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