Claris Advisors’s SEI Investments SEIC Stock Holding History

Claris Advisors’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	–	Sell	-8	Closed	-$554	–	951
2024 Q3	$554	Buy	+8	New	+$534	﹤0.01%	615

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

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

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

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

BGC

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

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

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

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

Claris Advisors's SEIC Position: Q4 2024 in Review

Claris Advisors sold out of SEI Investments (SEIC) in Q4 2024, closing a stake of 8 shares — an estimated $554 sold.

Claris Advisors first reported a position in SEIC in Q3 2024 and held it in 1 quarter. The position peaked at $554 in Q3 2024. 540 funds tracked by Wall St. Rank hold SEIC as of Q4 2024.

Claris Advisors reported no remaining SEI Investments position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 8 SEI Investments shares in Q4 2024, an estimated $554.
Claris Advisors first reported a position in SEI Investments in Q3 2024 and held it in 1 quarter.
Claris Advisors's SEI Investments position peaked at $554 in Q3 2024.
540 funds tracked by Wall St. Rank held SEI Investments as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.