Caitlin John’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
VPM
VCM
Caitlin John's SEIC Position: Q1 2026 in Review
Caitlin John reduced its SEI Investments (SEIC) stake by 38% in Q1 2026, selling an estimated $187K and leaving 3,667 shares worth $288K. The position accounts for 0.17% of the portfolio, ranked #116.
Caitlin John first reported a position in SEIC in Q4 2023 and has held it in 8 quarters since. The position peaked at $487K in Q4 2025. 565 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.
- Caitlin John held 3,667 shares of SEI Investments worth $288K as of Q1 2026.
- Caitlin John sold 2,275 SEI Investments shares in Q1 2026, an estimated $187K.
- SEI Investments made up 0.17% of Caitlin John's portfolio in Q1 2026, its #116 holding.
- Caitlin John first reported a position in SEI Investments in Q4 2023 and has held it in 8 quarters since.
- Caitlin John's SEI Investments position peaked at $487K in Q4 2025.
- 565 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.
Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.