BIC
SEIC icon

Beach Investment Counsel’s SEI Investments SEIC Stock Holding History

Beach Investment Counsel’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
2024
Q4 		– Sell
-70
Closed -$5K – 196
2024
Q3 		$5K Hold
70
– – ﹤0.01% 212
2024
Q2 		$5K Buy
+70
New +$4.71K ﹤0.01% 224

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 $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beach Investment Counsel's SEIC Position: Q4 2024 in Review

Beach Investment Counsel sold out of SEI Investments (SEIC) in Q4 2024, closing a stake of 70 shares — an estimated $5K sold.

Beach Investment Counsel first reported a position in SEIC in Q2 2024 and held it in 2 quarters. The position peaked at $5K in Q3 2024. 539 funds tracked by Wall St. Rank hold SEIC as of Q4 2024.

  • Beach Investment Counsel reported no remaining SEI Investments position as of Q4 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 70 SEI Investments shares in Q4 2024, an estimated $5K.
  • Beach Investment Counsel first reported a position in SEI Investments in Q2 2024 and held it in 2 quarters.
  • Beach Investment Counsel's SEI Investments position peaked at $5K in Q3 2024.
  • 539 funds tracked by Wall St. Rank held SEI Investments as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.