Baystate Wealth Management’s SEI Investments SEIC Stock Holding History

Baystate Wealth 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	$3.41K	Hold	53	–	–	﹤0.01%	962
2023 Q3	$3.23K	Hold	53	–	–	﹤0.01%	745
2023 Q2	$3.2K	Hold	53	–	–	﹤0.01%	784
2023 Q1	$3.06K	Buy	53 +1	+2%	+$60	﹤0.01%	770
2022 Q4	$3K	Hold	52	–	–	﹤0.01%	759
2022 Q3	$3K	Hold	52	–	–	﹤0.01%	714
2022 Q2	$3K	Hold	52	–	–	﹤0.01%	733
2022 Q1	$3K	Hold	52	–	–	﹤0.01%	724
2021 Q4	$3K	Hold	52	–	–	﹤0.01%	725
2021 Q3	$3K	Hold	52	–	–	﹤0.01%	657
2021 Q2	$3K	Buy	52 +1	+2%	+$62	﹤0.01%	626
2021 Q1	$3K	Hold	51	–	–	﹤0.01%	570
2020 Q4	$3K	Hold	51	–	–	﹤0.01%	543
2020 Q3	$3K	Hold	51	–	–	﹤0.01%	505
2020 Q2	$3K	Hold	51	–	–	﹤0.01%	511
2020 Q1	$2K	Hold	51	–	–	﹤0.01%	514
2019 Q4	$3K	Hold	51	–	–	﹤0.01%	494
2019 Q3	$3K	Buy	51 +1	+2%	+$58	﹤0.01%	459
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	472
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	478
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	521
2018 Q3	$3K	Hold	50	–	–	﹤0.01%	492
2018 Q2	$3K	Hold	50	–	–	﹤0.01%	511
2018 Q1	$4K	Hold	50	–	–	﹤0.01%	453
2017 Q4	$4K	Hold	50	–	–	﹤0.01%	451
2017 Q3	$3K	Hold	50	–	–	﹤0.01%	464
2017 Q2	$3K	Hold	50	–	–	﹤0.01%	464
2017 Q1	$3K	Buy	+50	New	+$2.52K	﹤0.01%	438

Other funds holding SEIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Baystate Wealth Management's SEIC Position: Q4 2023 in Review

Baystate Wealth Management held its SEI Investments (SEIC) position steady in Q4 2023 at 53 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Baystate Wealth Management first reported a position in SEIC in Q1 2017 and has held it in 28 quarters since. The position peaked at $4K in Q1 2018. 491 funds tracked by Wall St. Rank hold SEIC as of Q4 2023.

Baystate Wealth Management held 53 shares of SEI Investments worth $3.41K as of Q4 2023.
Baystate Wealth Management left its SEI Investments share count unchanged in Q4 2023.
SEI Investments made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #962 holding.
Baystate Wealth Management first reported a position in SEI Investments in Q1 2017 and has held it in 28 quarters since.
Baystate Wealth Management's SEI Investments position peaked at $4K in Q1 2018.
491 funds tracked by Wall St. Rank held SEI Investments as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.