Cutler Group’s SEI Investments SEIC Stock Holding History

Cutler Group’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 Q2	–	Sell	-100	Closed	-$6K	–	6541
2021 Q1	$6K	Sell	100 -500	-83%	-$29.3K	﹤0.01%	4270
2020 Q4	$34K	Buy	+600	New	+$32.8K	﹤0.01%	2279
2020 Q3	–	Sell	-100	Closed	-$5K	–	5491
2020 Q2	$5K	Buy	+100	New	+$5.23K	﹤0.01%	3336
2020 Q1	–	Hold	0	–	–	–	4871
2019 Q4	–	Sell	-565	Closed	-$35.1K	–	4872
2019 Q3	$33K	Sell	565 -3,135	-85%	-$181K	﹤0.01%	1826
2019 Q2	$207K	Buy	3,700 +2,600	+236%	+$140K	0.02%	698
2019 Q1	$57K	Sell	1,100 -100	-8%	-$5.01K	0.01%	1339
2018 Q4	$55K	Buy	+1,200	New	+$63.2K	0.01%	1414
2018 Q2	–	Sell	-476	Closed	-$35K	–	5056
2018 Q1	$35K	Buy	+476	New	+$35.5K	﹤0.01%	1916
2017 Q4	–	Hold	0	–	–	–	6049
2017 Q3	–	Hold	0	–	–	–	6832
2017 Q2	–	Hold	0	–	–	–	7199
2017 Q1	–	Hold	0	–	–	–	7336
2016 Q4	–	Hold	0	–	–	–	7478
2016 Q3	–	Hold	0	–	–	–	7564
2016 Q2	–	Hold	0	–	–	–	7458
2016 Q1	–	Hold	0	–	–	–	7363
2015 Q4	–	Hold	0	–	–	–	6722

Other funds holding SEIC

Loomis, Sayles & Company

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

Geode Capital Management

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

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return