Aperio Group’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.79M | Buy |
65,991
+15,478
| +31% | +$845K | 0.01% | 952 |
|
|
2020
Q3 | $2.56M | Sell |
50,513
-4,929
| -9% | -$260K | 0.01% | 1004 |
|
|
2020
Q2 | $3.05M | Buy |
55,442
+3,971
| +8% | +$208K | 0.01% | 923 |
|
|
2020
Q1 | $2.39M | Buy |
51,471
+7,064
| +16% | +$420K | 0.01% | 949 |
|
|
2019
Q4 | $2.91M | Buy |
44,407
+3,775
| +9% | +$235K | 0.01% | 929 |
|
|
2019
Q3 | $2.41M | Buy |
40,632
+2,205
| +6% | +$127K | 0.01% | 974 |
|
|
2019
Q2 | $2.16M | Buy |
38,427
+2,249
| +6% | +$121K | 0.01% | 1021 |
|
|
2019
Q1 | $1.89M | Sell |
36,178
-6,736
| -16% | -$337K | 0.01% | 1059 |
|
|
2018
Q4 | $1.98M | Buy |
42,914
+14,548
| +51% | +$766K | 0.01% | 992 |
|
|
2018
Q3 | $1.73M | Sell |
28,366
-7,719
| -21% | -$479K | 0.01% | 1116 |
|
|
2018
Q2 | $2.26M | Buy |
36,085
+949
| +3% | +$63.1K | 0.01% | 973 |
|
|
2018
Q1 | $2.63M | Buy |
35,136
+5,031
| +17% | +$375K | 0.01% | 885 |
|
|
2017
Q4 | $2.16M | Buy |
30,105
+417
| +1% | +$27.9K | 0.01% | 957 |
|
|
2017
Q3 | $1.81M | Buy |
29,688
+1,928
| +7% | +$109K | 0.01% | 973 |
|
|
2017
Q2 | $1.49M | Buy |
27,760
+662
| +2% | +$34.1K | 0.01% | 1033 |
|
|
2017
Q1 | $1.37M | Buy |
27,098
+2,172
| +9% | +$110K | 0.01% | 1026 |
|
|
2016
Q4 | $1.23M | Sell |
24,926
-5,126
| -17% | -$240K | 0.01% | 1030 |
|
|
2016
Q3 | $1.37M | Sell |
30,052
-714
| -2% | -$33.5K | 0.01% | 977 |
|
|
2016
Q2 | $1.48M | Buy |
30,766
+1,187
| +4% | +$57.1K | 0.01% | 927 |
|
|
2016
Q1 | $1.27M | Buy |
29,579
+7,416
| +33% | +$304K | 0.01% | 944 |
|
|
2015
Q4 | $1.16M | Buy |
22,163
+802
| +4% | +$41.8K | 0.01% | 953 |
|
|
2015
Q3 | $1.03M | Buy |
21,361
+2,609
| +14% | +$133K | 0.01% | 963 |
|
|
2015
Q2 | $919K | Buy |
18,752
+1,282
| +7% | +$60.3K | 0.01% | 1008 |
|
|
2015
Q1 | $770K | Buy |
17,470
+2,393
| +16% | +$100K | 0.01% | 1058 |
|
|
2014
Q4 | $604K | Buy |
15,077
+1,191
| +9% | +$45.6K | 0.01% | 1133 |
|
|
2014
Q3 | $502K | Buy |
13,886
+1,064
| +8% | +$37.9K | 0.01% | 1129 |
|
|
2014
Q2 | $420K | Sell |
12,822
-1,732
| -12% | -$55.8K | 0.01% | 1220 |
|
|
2014
Q1 | $489K | Buy |
+14,554
| New | +$495K | 0.01% | 1342 |
|
|
2013
Q4 | – | Sell |
-12,015
| Closed | -$399K | – | 1300 |
|
|
2013
Q3 | $371K | Buy |
12,015
+1,502
| +14% | +$46.3K | 0.01% | 1309 |
|
|
2013
Q2 | $299K | Buy |
+10,513
| New | +$305K | 0.01% | 1269 |
|
Other funds holding SEIC
ACM
BGC
Aperio Group's SEIC Position: Q4 2020 in Review
Aperio Group increased its SEI Investments (SEIC) stake by 31% in Q4 2020, buying an estimated $845K and bringing the position to 65,991 shares worth $3.79M. The position accounts for 0.01% of the portfolio, ranked #952.
Aperio Group first reported a position in SEIC in Q2 2013 and has held it in 30 quarters since. 442 funds tracked by Wall St. Rank hold SEIC as of Q4 2020.
- Aperio Group held 65,991 shares of SEI Investments worth $3.79M as of Q4 2020.
- Aperio Group bought 15,478 SEI Investments shares in Q4 2020, an estimated $845K.
- SEI Investments made up 0.01% of Aperio Group's portfolio in Q4 2020, its #952 holding.
- Aperio Group first reported a position in SEI Investments in Q2 2013 and has held it in 30 quarters since.
- 442 funds tracked by Wall St. Rank held SEI Investments as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.