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
2020 Q1	–	Sell	-100	Closed	-$2K	–	4573
2019 Q4	$2K	Buy	+100	New	+$6.22K	﹤0.01%	3494
2019 Q3	–	Sell	-200	Closed	-$2K	–	4622
2019 Q2	$2K	Sell	200 -500	-71%	-$27K	﹤0.01%	3646
2019 Q1	$2K	Buy	+700	New	+$35K	﹤0.01%	3447
2017 Q1	–	Sell	-10,800	Closed	-$9K	–	7123
2016 Q4	$9K	Buy	10,800 +1,800	+20%	+$84.1K	﹤0.01%	4344
2016 Q3	$5K	Buy	+9,000	New	+$422K	﹤0.01%	4980
2016 Q2	–	Sell	-900	Closed	-$3K	–	7209
2016 Q1	$3K	Buy	+900	New	+$36.9K	﹤0.01%	5329

Other funds holding SEIC

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 $5.72T AUM 30.48% 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

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

Cutler Group's SEIC Position: Q2 2021 in Review

Cutler Group sold out of SEI Investments (SEIC) in Q2 2021, closing a stake of 100 shares — an estimated $6K sold.

Cutler Group first reported a position in SEIC in Q1 2018 and held it in 8 quarters. The position peaked at $207K in Q2 2019. 439 funds tracked by Wall St. Rank hold SEIC as of Q2 2021.

Cutler Group reported no remaining SEI Investments position as of Q2 2021 after selling out during the quarter.
Cutler Group sold 100 SEI Investments shares in Q2 2021, an estimated $6K.
Cutler Group first reported a position in SEI Investments in Q1 2018 and held it in 8 quarters.
Cutler Group's SEI Investments position peaked at $207K in Q2 2019.
439 funds tracked by Wall St. Rank held SEI Investments as of Q2 2021.

Based on Cutler Group's 13F filing for Q2 2021, filed 19 Jul 2021.