Welch & Forbes’s SVB Financial Group SIVB Stock Holding History

Welch & Forbes’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	-950	Closed	-$219K	–	379
2022 Q4	$219K	Sell	950 -650	-41%	-$161K	﹤0.01%	351
2022 Q3	$537K	Hold	1,600	–	–	0.01%	269
2022 Q2	$632K	Hold	1,600	–	–	0.01%	260
2022 Q1	$895K	Hold	1,600	–	–	0.01%	239
2021 Q4	$1.08M	Hold	1,600	–	–	0.02%	226
2021 Q3	$1.03M	Hold	1,600	–	–	0.02%	223
2021 Q2	$890K	Sell	1,600 -180	-10%	-$99.9K	0.02%	234
2021 Q1	$879K	Sell	1,780 -40	-2%	-$19.7K	0.02%	225
2020 Q4	$706K	Buy	1,820 +830	+84%	+$269K	0.01%	241
2020 Q3	$239K	Hold	990	–	–	0.01%	327
2020 Q2	$214K	Buy	+990	New	+$191K	0.01%	338
2020 Q1	–	Sell	-1,025	Closed	-$257K	–	362
2019 Q4	$257K	Buy	+1,025	New	+$233K	0.01%	323
2019 Q3	–	Sell	-950	Closed	-$213K	–	357
2019 Q2	$213K	Sell	950 -1	-0.1%	-$231	0.01%	333
2019 Q1	$211K	Buy	+951	New	+$221K	0.01%	333
2018 Q4	–	Sell	-950	Closed	-$295K	–	366
2018 Q3	$295K	Hold	950	–	–	0.01%	311
2018 Q2	$274K	Hold	950	–	–	0.01%	315
2018 Q1	$228K	Hold	950	–	–	0.01%	332
2017 Q4	$222K	Buy	+950	New	+$202K	0.01%	321

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

Welch & Forbes's SIVB Position: Q1 2023 in Review

Welch & Forbes sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 950 shares — an estimated $219K sold.

Welch & Forbes first reported a position in SIVB in Q4 2017 and held it in 18 quarters. The position peaked at $1.08M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Welch & Forbes reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Welch & Forbes sold 950 SVB Financial Group shares in Q1 2023, an estimated $219K.
Welch & Forbes first reported a position in SVB Financial Group in Q4 2017 and held it in 18 quarters.
Welch & Forbes's SVB Financial Group position peaked at $1.08M in Q4 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Welch & Forbes's 13F filing for Q1 2023, filed 14 Apr 2023.