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Baldwin Investment Management’s SEI Investments SEIC Stock Holding History

Baldwin Investment Management’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,500
Closed -$211K – 206
2023
Q3 		$211K Sell
3,500
-200
-5% -$12.3K 0.04% 186
2023
Q2 		$221K Sell
3,700
-600
-14% -$34.9K 0.04% 187
2023
Q1 		$247K Sell
4,300
-600
-12% -$36K 0.04% 181
2022
Q4 		$286K Hold
4,900
– – 0.05% 175
2022
Q3 		$240K Sell
4,900
-2,630
-35% -$144K 0.05% 188
2022
Q2 		$407K Sell
7,530
-1,000
-12% -$56.3K 0.08% 154
2022
Q1 		$514K Sell
8,530
-1,816
-18% -$108K 0.08% 153
2021
Q4 		$630K Sell
10,346
-700
-6% -$43.4K 0.1% 142
2021
Q3 		$655K Sell
11,046
-134
-1% -$8.18K 0.11% 133
2021
Q2 		$693K Sell
11,180
-567
-5% -$35.3K 0.12% 127
2021
Q1 		$716K Sell
11,747
-412
-3% -$24.1K 0.13% 123
2020
Q4 		$699K Sell
12,159
-1,883
-13% -$103K 0.14% 115
2020
Q3 		$712K Sell
14,042
-1,438
-9% -$76K 0.17% 98
2020
Q2 		$851K Buy
15,480
+400
+3% +$20.9K 0.27% 63
2020
Q1 		$699K Sell
15,080
-1,300
-8% -$77.3K 0.24% 61
2019
Q4 		$1.07M Hold
16,380
– – 0.29% 56
2019
Q3 		$971K Hold
16,380
– – 0.28% 60
2019
Q2 		$919K Buy
16,380
+100
+0.6% +$5.39K 0.27% 61
2019
Q1 		$851K Hold
16,280
– – 0.26% 64
2018
Q4 		$752K Hold
16,280
– – 0.24% 64
2018
Q3 		$995K Sell
16,280
-100
-0.6% -$6.2K 0.29% 56
2018
Q2 		$1.02M Buy
+16,380
New +$1.09M 0.32% 52

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Baldwin Investment Management's SEIC Position: Q4 2023 in Review

Baldwin Investment Management sold out of SEI Investments (SEIC) in Q4 2023, closing a stake of 3,500 shares — an estimated $211K sold.

Baldwin Investment Management first reported a position in SEIC in Q2 2018 and held it in 22 quarters. The position peaked at $1.07M in Q4 2019. 491 funds tracked by Wall St. Rank hold SEIC as of Q4 2023.

  • Baldwin Investment Management reported no remaining SEI Investments position as of Q4 2023 after selling out during the quarter.
  • Baldwin Investment Management sold 3,500 SEI Investments shares in Q4 2023, an estimated $211K.
  • Baldwin Investment Management first reported a position in SEI Investments in Q2 2018 and held it in 22 quarters.
  • Baldwin Investment Management's SEI Investments position peaked at $1.07M in Q4 2019.
  • 491 funds tracked by Wall St. Rank held SEI Investments as of Q4 2023.

Based on Baldwin Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.