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Convergence Investment Partners’s SEI Investments SEIC Stock Holding History

Convergence Investment Partners’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 		– Sell
-27,640
Closed -$2.27M – 279
2025
Q4 		$2.27M Buy
27,640
+3,176
+13% +$261K 0.45% 63
2025
Q3 		$2.08M Buy
24,464
+4,541
+23% +$403K 0.47% 61
2025
Q2 		$1.79M Sell
19,923
-4,472
-18% -$360K 0.45% 68
2025
Q1 		$1.89M Sell
24,395
-4,455
-15% -$358K 0.52% 54
2024
Q4 		$2.38M Buy
28,850
+10,120
+54% +$794K 0.53% 54
2024
Q3 		$1.3M Buy
18,730
+459
+3% +$30.6K 0.35% 95
2024
Q2 		$1.18M Buy
18,271
+12,602
+222% +$847K 0.35% 85
2024
Q1 		$408K Buy
+5,669
New +$377K 0.16% 153
2022
Q4 		– Sell
-4,403
Closed -$216K – 244
2022
Q3 		$216K Sell
4,403
-156
-3% -$8.52K 0.14% 144
2022
Q2 		$246K Buy
+4,559
New +$257K 0.15% 142
2014
Q1 		– Sell
-20,982
Closed -$729K – 424
2013
Q4 		$729K Buy
+20,982
New +$698K 0.12% 212

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VCM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return