William Blair & Company
SIVB

William Blair & Company’s SVB Financial Group SIVB Stock Holding History

William Blair & 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
-1,852
Closed -$426K – 1878
2022
Q4 		$426K Sell
1,852
-653
-26% -$162K ﹤0.01% 1094
2022
Q3 		$841K Buy
2,505
+7
+0.3% +$2.82K ﹤0.01% 874
2022
Q2 		$987K Buy
2,498
+130
+5% +$61.2K ﹤0.01% 853
2022
Q1 		$1.32M Buy
2,368
+60
+3% +$36.4K ﹤0.01% 818
2021
Q4 		$1.56M Buy
2,308
+45
+2% +$31.7K ﹤0.01% 799
2021
Q3 		$1.46M Buy
2,263
+233
+11% +$135K 0.01% 787
2021
Q2 		$1.13M Sell
2,030
-8
-0.4% -$4.44K ﹤0.01% 883
2021
Q1 		$1.01M Buy
2,038
+253
+14% +$124K ﹤0.01% 892
2020
Q4 		$692K Sell
1,785
-398
-18% -$129K ﹤0.01% 987
2020
Q3 		$525K Sell
2,183
-356
-14% -$83.8K ﹤0.01% 956
2020
Q2 		$547K Sell
2,539
-201
-7% -$38.7K ﹤0.01% 913
2020
Q1 		$414K Buy
2,740
+1,371
+100% +$302K ﹤0.01% 922
2019
Q4 		$344K Buy
+1,369
New +$311K ﹤0.01% 1128
2018
Q4 		– Sell
-668
Closed -$208K – 1853
2018
Q3 		$208K Buy
+668
New +$211K ﹤0.01% 1281
2017
Q3 		– Sell
-2,465
Closed -$433K – 1628
2017
Q2 		$433K Buy
2,465
+225
+10% +$40.3K ﹤0.01% 1025
2017
Q1 		$428K Hold
2,240
– – ﹤0.01% 949
2016
Q4 		$385K Buy
2,240
+162
+8% +$23.2K ﹤0.01% 921
2016
Q3 		$230K Sell
2,078
-906
-30% -$94.3K ﹤0.01% 1113
2016
Q2 		$284K Buy
+2,984
New +$305K ﹤0.01% 1007
2013
Q3 		– Sell
-2,490
Closed -$207K – 2132
2013
Q2 		$207K Buy
+2,490
New +$182K ﹤0.01% 1805

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 $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

William Blair & Company's SIVB Position: Q1 2023 in Review

William Blair & Company sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,852 shares — an estimated $426K sold.

William Blair & Company first reported a position in SIVB in Q2 2013 and held it in 20 quarters. The position peaked at $1.56M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • William Blair & Company reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • William Blair & Company sold 1,852 SVB Financial Group shares in Q1 2023, an estimated $426K.
  • William Blair & Company first reported a position in SVB Financial Group in Q2 2013 and held it in 20 quarters.
  • William Blair & Company's SVB Financial Group position peaked at $1.56M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on William Blair & Company's 13F filing for Q1 2023, filed 12 May 2023.