BTS Asset Management’s SEI Investments SEIC Stock Holding History

BTS Asset 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
2025 Q1	–	Sell	-3,073	Closed	-$253K	–	50
2024 Q4	$253K	Buy	+3,073	New	+$241K	0.25%	33

Other funds holding SEIC

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BTS Asset Management's SEIC Position: Q1 2025 in Review

BTS Asset Management sold out of SEI Investments (SEIC) in Q1 2025, closing a stake of 3,073 shares — an estimated $253K sold.

BTS Asset Management first reported a position in SEIC in Q4 2024 and held it in 1 quarter. The position peaked at $253K in Q4 2024. 546 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

BTS Asset Management reported no remaining SEI Investments position as of Q1 2025 after selling out during the quarter.
BTS Asset Management sold 3,073 SEI Investments shares in Q1 2025, an estimated $253K.
BTS Asset Management first reported a position in SEI Investments in Q4 2024 and held it in 1 quarter.
BTS Asset Management's SEI Investments position peaked at $253K in Q4 2024.
546 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on BTS Asset Management's 13F filing for Q1 2025, filed 16 Apr 2025.