Cypress Capital’s SEI Investments SEIC Stock Holding History

Cypress Capital’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
2022 Q3	–	Sell	-17,964	Closed	-$970K	–	165
2022 Q2	$970K	Hold	17,964	–	–	0.14%	109
2022 Q1	$1.08M	Hold	17,964	–	–	0.13%	114
2021 Q4	$1.09M	Hold	17,964	–	–	0.12%	116
2021 Q3	$1.06M	Buy	+17,964	New	+$1.1M	0.14%	111

Other funds holding SEIC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Cypress Capital's SEIC Position: Q3 2022 in Review

Cypress Capital sold out of SEI Investments (SEIC) in Q3 2022, closing a stake of 17,964 shares — an estimated $970K sold.

Cypress Capital first reported a position in SEIC in Q3 2021 and held it in 4 quarters. The position peaked at $1.09M in Q4 2021. 433 funds tracked by Wall St. Rank hold SEIC as of Q3 2022.

Cypress Capital reported no remaining SEI Investments position as of Q3 2022 after selling out during the quarter.
Cypress Capital sold 17,964 SEI Investments shares in Q3 2022, an estimated $970K.
Cypress Capital first reported a position in SEI Investments in Q3 2021 and held it in 4 quarters.
Cypress Capital's SEI Investments position peaked at $1.09M in Q4 2021.
433 funds tracked by Wall St. Rank held SEI Investments as of Q3 2022.

Based on Cypress Capital's 13F filing for Q3 2022, filed 1 Feb 2023.