Column Capital Advisors’s SEI Investments SEIC Stock Holding History

Column Capital 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
2023 Q3	$109K	Sell	1,811 -69	-4%	-$4.24K	0.02%	204
2023 Q2	$112K	Hold	1,880	–	–	0.02%	207
2023 Q1	$108K	Hold	1,880	–	–	0.02%	212
2022 Q4	$110K	Hold	1,880	–	–	0.02%	193
2022 Q3	$92K	Hold	1,880	–	–	0.02%	196
2022 Q2	$102K	Hold	1,880	–	–	0.02%	186
2022 Q1	$113K	Hold	1,880	–	–	0.02%	181
2021 Q4	$115K	Hold	1,880	–	–	0.02%	189
2021 Q3	$111K	Sell	1,880 -183	-9%	-$11.2K	0.02%	175
2021 Q2	$128K	Buy	2,063 +326	+19%	+$20.3K	0.03%	160
2021 Q1	$106K	Sell	1,737 -34	-2%	-$1.99K	0.02%	170
2020 Q4	$102K	Buy	1,771 +25	+1%	+$1.36K	0.03%	164
2020 Q3	$89K	Buy	1,746 +386	+28%	+$20.4K	0.03%	166
2020 Q2	$74K	Hold	1,360	–	–	0.02%	192
2020 Q1	$63K	Hold	1,360	–	–	0.03%	171
2019 Q4	$89K	Buy	+1,360	New	+$84.6K	0.05%	158

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 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

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Column Capital Advisors's SEIC Position: Q3 2023 in Review

Column Capital Advisors reduced its SEI Investments (SEIC) stake by 3.7% in Q3 2023, selling an estimated $4.24K and leaving 1,811 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #204.

Column Capital Advisors first reported a position in SEIC in Q4 2019 and has held it in 16 quarters since. The position peaked at $128K in Q2 2021. 460 funds tracked by Wall St. Rank hold SEIC as of Q3 2023.

Column Capital Advisors held 1,811 shares of SEI Investments worth $109K as of Q3 2023.
Column Capital Advisors sold 69 SEI Investments shares in Q3 2023, an estimated $4.24K.
SEI Investments made up 0.02% of Column Capital Advisors's portfolio in Q3 2023, its #204 holding.
Column Capital Advisors first reported a position in SEI Investments in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's SEI Investments position peaked at $128K in Q2 2021.
460 funds tracked by Wall St. Rank held SEI Investments as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.