Berman Capital Advisors’s SEI Investments SEIC Stock Holding History

Berman Capital Advisors’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
2021 Q3	$30K	Buy	509 +94	+23%	+$5.74K	﹤0.01%	859
2021 Q2	$25K	Buy	415 +1	+0.2%	+$62	﹤0.01%	830
2021 Q1	$25K	Sell	414 -50	-11%	-$2.93K	0.01%	716
2020 Q4	$26K	Sell	464 -117	-20%	-$6.39K	0.01%	604
2020 Q3	$29K	Hold	581	–	–	0.01%	487
2020 Q2	$31K	Buy	581 +105	+22%	+$5.49K	0.01%	432
2020 Q1	$21K	Buy	476 +139	+41%	+$8.27K	0.01%	484
2019 Q4	$22K	Hold	337	–	–	0.01%	505
2019 Q3	$19K	Hold	337	–	–	0.01%	529
2019 Q2	$18K	Buy	337 +1	+0.3%	+$54	0.01%	550
2019 Q1	$17K	Buy	336 +320	+2,000%	+$16K	0.01%	499
2018 Q4	$0	Buy	+16	New	+$843	﹤0.01%	1245

Other funds holding SEIC

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Berman Capital Advisors's SEIC Position: Q3 2021 in Review

Berman Capital Advisors increased its SEI Investments (SEIC) stake by 23% in Q3 2021, buying an estimated $5.74K and bringing the position to 509 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Berman Capital Advisors first reported a position in SEIC in Q4 2018 and has held it in 12 quarters since. The position peaked at $31K in Q2 2020. 445 funds tracked by Wall St. Rank hold SEIC as of Q3 2021.

Berman Capital Advisors held 509 shares of SEI Investments worth $30K as of Q3 2021.
Berman Capital Advisors bought 94 SEI Investments shares in Q3 2021, an estimated $5.74K.
SEI Investments made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #859 holding.
Berman Capital Advisors first reported a position in SEI Investments in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's SEI Investments position peaked at $31K in Q2 2020.
445 funds tracked by Wall St. Rank held SEI Investments as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.