CSat Investment Advisory’s SEI Investments SEIC Stock Holding History

CSat Investment Advisory’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
2021 Q1	$877K	Buy	+14,392	New	+$843K	0.74%	57
2020 Q4	–	Sell	-535	Closed	-$27K	–	884
2020 Q3	$27K	Buy	535 +67	+14%	+$3.54K	﹤0.01%	790
2020 Q2	$26K	Sell	468 -36	-7%	-$1.88K	﹤0.01%	774
2020 Q1	$23K	Buy	504 +84	+20%	+$5K	﹤0.01%	701
2019 Q4	$28K	Buy	420 +39	+10%	+$2.42K	0.01%	706
2019 Q3	$23K	Buy	381 +72	+23%	+$4.16K	0.01%	678
2019 Q2	$17K	Buy	+309	New	+$16.7K	0.01%	726

Other funds holding SEIC

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

CSat Investment Advisory's SEIC Position: Q1 2021 in Review

CSat Investment Advisory opened a new position in SEI Investments (SEIC) in Q1 2021: 14,392 shares worth $877K. The stake represents 0.74% of the portfolio and ranks #57 among its holdings. This is a return to the name: CSat Investment Advisory previously reported a position in SEIC as recently as Q3 2020.

CSat Investment Advisory first reported a position in SEIC in Q2 2019 and has held it in 7 quarters since. 443 funds tracked by Wall St. Rank hold SEIC as of Q1 2021.

CSat Investment Advisory held 14,392 shares of SEI Investments worth $877K as of Q1 2021.
SEI Investments was a new CSat Investment Advisory position in Q1 2021.
SEI Investments made up 0.74% of CSat Investment Advisory's portfolio in Q1 2021, its #57 holding.
CSat Investment Advisory first reported a position in SEI Investments in Q2 2019 and has held it in 7 quarters since.
443 funds tracked by Wall St. Rank held SEI Investments as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.