BFM
SEIC icon

Boston Financial Management’s SEI Investments SEIC Stock Holding History

Boston Financial 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
2024
Q4 		$1.16M Buy
14,004
+4
+0% +$314 0.03% 187
2024
Q3 		$969K Hold
14,000
– – 0.03% 196
2024
Q2 		$906K Hold
14,000
– – 0.03% 199
2024
Q1 		$1.01M Sell
14,000
-1,900
-12% -$126K 0.03% 196
2023
Q4 		$1.01M Hold
15,900
– – 0.03% 191
2023
Q3 		$958K Hold
15,900
– – 0.04% 179
2023
Q2 		$948K Hold
15,900
– – 0.03% 188
2023
Q1 		$915K Hold
15,900
– – 0.04% 182
2022
Q4 		$927K Hold
15,900
– – 0.04% 182
2022
Q3 		$780K Hold
15,900
– – 0.03% 186
2022
Q2 		$859K Hold
15,900
– – 0.04% 167
2022
Q1 		$957K Hold
15,900
– – 0.04% 168
2021
Q4 		$969K Hold
15,900
– – 0.04% 147
2021
Q3 		$943K Hold
15,900
– – 0.04% 143
2021
Q2 		$985K Sell
15,900
-19,130
-55% -$1.19M 0.04% 136
2021
Q1 		$2.13M Buy
35,030
+16,130
+85% +$945K 0.09% 96
2020
Q4 		$1.09M Sell
18,900
-3,452
-15% -$188K 0.05% 122
2020
Q3 		$1.13M Hold
22,352
– – 0.06% 120
2020
Q2 		$1.23M Hold
22,352
– – 0.07% 116
2020
Q1 		$1.04M Buy
22,352
+3,452
+18% +$205K 0.07% 114
2019
Q4 		$1.24M Hold
18,900
– – 0.07% 123
2019
Q3 		$1.12M Sell
18,900
-771
-4% -$44.6K 0.06% 129
2019
Q2 		$1.1M Hold
19,671
– – 0.06% 132
2019
Q1 		$1.03M Hold
19,671
– – 0.06% 137
2018
Q4 		$909K Sell
19,671
-230
-1% -$12.1K 0.06% 144
2018
Q3 		$1.22M Buy
19,901
+771
+4% +$47.8K 0.07% 152
2018
Q2 		$1.2M Hold
19,130
– – 0.08% 141
2018
Q1 		$1.43M Hold
19,130
– – 0.1% 142
2017
Q4 		$1.38M Buy
+19,130
New +$1.28M 0.09% 152

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Boston Financial Management's SEIC Position: Q4 2024 in Review

Boston Financial Management increased its SEI Investments (SEIC) stake by 0.03% in Q4 2024, buying an estimated $314 and bringing the position to 14,004 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #187.

Boston Financial Management first reported a position in SEIC in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.13M in Q1 2021. 539 funds tracked by Wall St. Rank hold SEIC as of Q4 2024.

  • Boston Financial Management held 14,004 shares of SEI Investments worth $1.16M as of Q4 2024.
  • Boston Financial Management bought 4 SEI Investments shares in Q4 2024, an estimated $314.
  • SEI Investments made up 0.03% of Boston Financial Management's portfolio in Q4 2024, its #187 holding.
  • Boston Financial Management first reported a position in SEI Investments in Q4 2017 and has held it in 29 quarters since.
  • Boston Financial Management's SEI Investments position peaked at $2.13M in Q1 2021.
  • 539 funds tracked by Wall St. Rank held SEI Investments as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.