WhitTier Trust Company’s SVB Financial Group SIVB Stock Holding History

WhitTier Trust Company’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	-7,494	Closed	-$1.72M	–	1242
2022 Q4	$1.72M	Sell	7,494 -5,928	-44%	-$1.47M	0.07%	220
2022 Q3	$4.51M	Buy	13,422 +1,381	+11%	+$556K	0.19%	119
2022 Q2	$4.76M	Buy	12,041 +989	+9%	+$466K	0.2%	118
2022 Q1	$6.18M	Buy	11,052 +1,667	+18%	+$1.01M	0.22%	106
2021 Q4	$6.37M	Buy	9,385 +969	+12%	+$683K	0.23%	101
2021 Q3	$5.44M	Sell	8,416 -626	-7%	-$363K	0.22%	111
2021 Q2	$5.03M	Buy	9,042 +268	+3%	+$149K	0.21%	112
2021 Q1	$4.33M	Sell	8,774 -1,310	-13%	-$644K	0.19%	116
2020 Q4	$3.91M	Buy	10,084 +713	+8%	+$231K	0.2%	116
2020 Q3	$2.25M	Buy	9,371 +483	+5%	+$114K	0.13%	144
2020 Q2	$1.92M	Buy	8,888 +1,861	+26%	+$358K	0.12%	149
2020 Q1	$1.06M	Buy	7,027 +1,256	+22%	+$276K	0.08%	190
2019 Q4	$1.45M	Buy	5,771 +1,251	+28%	+$284K	0.09%	179
2019 Q3	$944K	Buy	4,520 +693	+18%	+$145K	0.07%	213
2019 Q2	$859K	Buy	3,827 +427	+13%	+$98.7K	0.06%	217
2019 Q1	$756K	Buy	3,400 +889	+35%	+$207K	0.06%	223
2018 Q4	$477K	Buy	2,511 +242	+11%	+$59.2K	0.04%	266
2018 Q3	$705K	Buy	2,269 +268	+13%	+$84.6K	0.05%	232
2018 Q2	$578K	Buy	2,001 +449	+29%	+$132K	0.05%	248
2018 Q1	$372K	Buy	1,552 +540	+53%	+$136K	0.03%	294
2017 Q4	$237K	Buy	1,012 +208	+26%	+$44.3K	0.02%	333
2017 Q3	$150K	Buy	804 +30	+4%	+$5.28K	0.01%	377
2017 Q2	$136K	Buy	774 +343	+80%	+$61.4K	0.01%	388
2017 Q1	$80K	Hold	431	–	–	0.01%	467
2016 Q4	$74K	Buy	431 +135	+46%	+$19.4K	0.01%	470
2016 Q3	$33K	Buy	296 +28	+10%	+$2.92K	﹤0.01%	593
2016 Q2	$26K	Hold	268	–	–	﹤0.01%	637
2016 Q1	$27K	Hold	268	–	–	﹤0.01%	631
2015 Q4	$32K	Hold	268	–	–	﹤0.01%	597
2015 Q3	$31K	Hold	268	–	–	﹤0.01%	607
2015 Q2	$39K	Hold	268	–	–	﹤0.01%	584
2015 Q1	$34K	Hold	268	–	–	﹤0.01%	605
2014 Q4	$31K	Hold	268	–	–	﹤0.01%	620
2014 Q3	$30K	Hold	268	–	–	﹤0.01%	624
2014 Q2	$31K	Hold	268	–	–	﹤0.01%	629
2014 Q1	$35K	Hold	268	–	–	﹤0.01%	618
2013 Q4	$28K	Hold	268	–	–	﹤0.01%	629
2013 Q3	$23K	Hold	268	–	–	﹤0.01%	639
2013 Q2	$22K	Buy	+268	New	+$19.6K	﹤0.01%	625

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 $149M AUM 29.38% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

WhitTier Trust Company's SIVB Position: Q1 2023 in Review

WhitTier Trust Company sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 7,494 shares — an estimated $1.72M sold.

WhitTier Trust Company first reported a position in SIVB in Q2 2013 and held it in 39 quarters. The position peaked at $6.37M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

WhitTier Trust Company reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
WhitTier Trust Company sold 7,494 SVB Financial Group shares in Q1 2023, an estimated $1.72M.
WhitTier Trust Company first reported a position in SVB Financial Group in Q2 2013 and held it in 39 quarters.
WhitTier Trust Company's SVB Financial Group position peaked at $6.37M in Q4 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on WhitTier Trust Company's 13F filing for Q1 2023, filed 21 Apr 2023.