C.M. Bidwell & Associates’s SEI Investments SEIC Stock Holding History

C.M. Bidwell & Associates’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	-6	Closed	-$495	–	516
2024 Q4	$495	Hold	6	–	–	﹤0.01%	459
2024 Q3	$415	Hold	6	–	–	﹤0.01%	476
2024 Q2	$388	Hold	6	–	–	﹤0.01%	452
2024 Q1	$431	Buy	+6	New	+$399	﹤0.01%	453
2023 Q4	–	Sell	-2,161	Closed	-$130K	–	564
2023 Q3	$130K	Buy	2,161 +2,121	+5,303%	+$130K	0.1%	176
2023 Q2	$2.38K	Hold	40	–	–	﹤0.01%	452
2023 Q1	$2.3K	Buy	40 +5	+14%	+$300	﹤0.01%	448
2022 Q4	$2.04K	Buy	+35	New	+$1.97K	﹤0.01%	450
2016 Q3	–	Sell	-5,935	Closed	-$286K	–	318
2016 Q2	$286K	Buy	+5,935	New	+$286K	0.07%	124
2014 Q4	–	Sell	-97,220	Closed	-$3.52M	–	246
2014 Q3	$3.52M	Buy	+97,220	New	+$3.46M	0.83%	61

Other funds holding SEIC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

C.M. Bidwell & Associates's SEIC Position: Q1 2025 in Review

C.M. Bidwell & Associates sold out of SEI Investments (SEIC) in Q1 2025, closing a stake of 6 shares — an estimated $495 sold.

C.M. Bidwell & Associates first reported a position in SEIC in Q3 2014 and held it in 10 quarters. The position peaked at $3.52M in Q3 2014. 547 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

C.M. Bidwell & Associates reported no remaining SEI Investments position as of Q1 2025 after selling out during the quarter.
C.M. Bidwell & Associates sold 6 SEI Investments shares in Q1 2025, an estimated $495.
C.M. Bidwell & Associates first reported a position in SEI Investments in Q3 2014 and held it in 10 quarters.
C.M. Bidwell & Associates's SEI Investments position peaked at $3.52M in Q3 2014.
547 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2025, filed 15 May 2025.