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Courant Investment Management’s SEI Investments SEIC Stock Holding History

Courant Investment Management’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
2022
Q4 		– Sell
-54,707
Closed -$2.68M – 10
2022
Q3 		$2.68M Hold
54,707
– – 2.9% 8
2022
Q2 		$2.96M Buy
54,707
+20,000
+58% +$1.13M 2.82% 9
2022
Q1 		$2.09M Hold
34,707
– – 1.86% 10
2021
Q4 		$2.12M Hold
34,707
– – 1.71% 11
2021
Q3 		$2.06M Buy
+34,707
New +$2.12M 1.74% 11

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Courant Investment Management's SEIC Position: Q4 2022 in Review

Courant Investment Management sold out of SEI Investments (SEIC) in Q4 2022, closing a stake of 54,707 shares — an estimated $2.68M sold.

Courant Investment Management first reported a position in SEIC in Q3 2021 and held it in 5 quarters. The position peaked at $2.96M in Q2 2022. 444 funds tracked by Wall St. Rank hold SEIC as of Q4 2022.

  • Courant Investment Management reported no remaining SEI Investments position as of Q4 2022 after selling out during the quarter.
  • Courant Investment Management sold 54,707 SEI Investments shares in Q4 2022, an estimated $2.68M.
  • Courant Investment Management first reported a position in SEI Investments in Q3 2021 and held it in 5 quarters.
  • Courant Investment Management's SEI Investments position peaked at $2.96M in Q2 2022.
  • 444 funds tracked by Wall St. Rank held SEI Investments as of Q4 2022.

Based on Courant Investment Management's 13F filing for Q4 2022, filed 24 Jan 2023.