Crewe Advisors’s SEI Investments SEIC Stock Holding History

Crewe 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	$3.61K	Hold	46	–	–	﹤0.01%	831
2025 Q4	$3.77K	Hold	46	–	–	﹤0.01%	776
2025 Q3	$3.9K	Buy	+46	New	+$4.09K	﹤0.01%	760
2023 Q3	–	Sell	-166	Closed	-$9.9K	–	862
2023 Q2	$9.9K	Hold	166	–	–	﹤0.01%	408
2023 Q1	$9.55K	Sell	166 -24	-13%	-$1.44K	﹤0.01%	555
2022 Q4	$11.1K	Sell	190 -18	-9%	-$1.01K	﹤0.01%	533
2022 Q3	$10K	Hold	208	–	–	﹤0.01%	675
2022 Q2	$11K	Buy	208 +42	+25%	+$2.36K	﹤0.01%	576
2022 Q1	$10K	Hold	166	–	–	﹤0.01%	359
2021 Q4	$10K	Hold	166	–	–	﹤0.01%	317
2021 Q3	$10K	Buy	+166	New	+$10.1K	﹤0.01%	268
2020 Q4	–	Sell	-39	Closed	-$2K	–	619
2020 Q3	$2K	Buy	+39	New	+$2.06K	﹤0.01%	528

Other funds holding SEIC

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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