BTI
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Blue Trust Inc’s SEI Investments SEIC Stock Holding History

Blue Trust Inc’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
2026
Q1 		$64K Sell
816
-321
-28% -$26.4K ﹤0.01% 1227
2025
Q4 		$93.3K Sell
1,137
-15
-1% -$1.23K ﹤0.01% 1099
2025
Q3 		$97.7K Buy
1,152
+62
+6% +$5.51K ﹤0.01% 1076
2025
Q2 		$97.9K Buy
1,090
+49
+5% +$3.95K ﹤0.01% 1056
2025
Q1 		$80.8K Sell
1,041
-112
-10% -$9K ﹤0.01% 1093
2024
Q4 		$95.1K Sell
1,153
-2,024
-64% -$159K ﹤0.01% 961
2024
Q3 		$206K Sell
3,177
-1,027
-24% -$68.6K ﹤0.01% 839
2024
Q2 		$302K Buy
4,204
+3,977
+1,752% +$267K ﹤0.01% 555
2024
Q1 		$16.3K Sell
227
-167
-42% -$11.1K ﹤0.01% 1304
2023
Q4 		$23K Buy
394
+138
+54% +$8.05K ﹤0.01% 1228
2023
Q3 		$16K Buy
256
+138
+117% +$8.49K ﹤0.01% 1254
2023
Q2 		$6K Sell
118
-120
-50% -$6.98K ﹤0.01% 1485
2023
Q1 		$13K Sell
238
-35
-13% -$2.1K ﹤0.01% 1522
2022
Q4 		$13K Buy
273
+59
+28% +$3.32K ﹤0.01% 1457
2022
Q3 		$11K Buy
214
+170
+386% +$9.28K ﹤0.01% 1304
2022
Q2 		$3K Buy
+44
New +$2.48K ﹤0.01% 1595

Other funds holding SEIC

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Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return