CI
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CX Institutional’s SEI Investments SEIC Stock Holding History

CX Institutional’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
Q2 		$47K Buy
532
+164
+45% +$14.3K ﹤0.01% 994
2026
Q1 		$29K Buy
+368
New +$30.3K ﹤0.01% 1064
2020
Q4 		– Sell
-290
Closed -$15K – 907
2020
Q3 		$15K Sell
290
-44
-13% -$2.33K ﹤0.01% 614
2020
Q2 		$18K Buy
334
+310
+1,292% +$16.2K ﹤0.01% 467
2020
Q1 		$1K Hold
24
– – ﹤0.01% 753
2019
Q4 		$2K Sell
24
-26
-52% -$1.62K ﹤0.01% 683
2019
Q3 		$3K Sell
50
-38
-43% -$2.2K ﹤0.01% 690
2019
Q2 		$5K Sell
88
-344
-80% -$18.5K ﹤0.01% 621
2019
Q1 		$23K Buy
+432
New +$21.6K ﹤0.01% 393

Other funds holding SEIC

TWM
Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
HIP
Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return