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Concurrent Investment Advisors’s SEI Investments SEIC Stock Holding History

Concurrent Investment 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
2026
Q1 		$453K Sell
5,771
-2,426
-30% -$200K ﹤0.01% 1266
2025
Q4 		$672K Buy
8,197
+2,316
+39% +$190K 0.01% 1016
2025
Q3 		$499K Buy
5,881
+102
+2% +$9.06K 0.01% 913
2025
Q2 		$519K Buy
5,779
+179
+3% +$14.4K 0.01% 837
2025
Q1 		$435K Buy
5,600
+160
+3% +$12.9K 0.01% 786
2024
Q4 		$449K Buy
5,440
+245
+5% +$19.2K 0.01% 698
2024
Q3 		$359K Sell
5,195
-648
-11% -$43.3K 0.01% 719
2024
Q2 		$378K Buy
5,843
+764
+15% +$51.4K 0.01% 671
2024
Q1 		$365K Buy
+5,079
New +$337K 0.01% 620

Other funds holding SEIC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return