Endurance Wealth Management’s SEI Investments SEIC Stock Holding History

Endurance Wealth Management’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
2023 Q2	$60K	Hold	1,000	–	–	0.01%	315
2023 Q1	$58K	Hold	1,000	–	–	0.01%	330
2022 Q4	$58K	Hold	1,000	–	–	0.01%	307
2022 Q3	$49K	Hold	1,000	–	–	0.01%	326
2022 Q2	$54K	Hold	1,000	–	–	0.01%	318
2022 Q1	$60K	Hold	1,000	–	–	0.01%	331
2021 Q4	$61K	Hold	1,000	–	–	0.01%	334
2021 Q3	$59K	Hold	1,000	–	–	0.01%	339
2021 Q2	$61K	Hold	1,000	–	–	0.01%	341
2021 Q1	$61K	Hold	1,000	–	–	0.01%	338
2020 Q4	$57K	Hold	1,000	–	–	0.01%	309
2020 Q3	$51K	Hold	1,000	–	–	0.01%	299
2020 Q2	$55K	Hold	1,000	–	–	0.01%	297
2020 Q1	$46K	Hold	1,000	–	–	0.01%	291
2019 Q4	$65K	Hold	1,000	–	–	0.01%	255
2019 Q3	$59K	Hold	1,000	–	–	0.01%	266
2019 Q2	$56K	Hold	1,000	–	–	0.01%	262
2019 Q1	$52K	Hold	1,000	–	–	0.01%	269
2018 Q4	$46K	Hold	1,000	–	–	0.01%	270
2018 Q3	$61K	Hold	1,000	–	–	0.01%	263
2018 Q2	$63K	Hold	1,000	–	–	0.01%	256
2018 Q1	$75K	Hold	1,000	–	–	0.01%	247
2017 Q4	$72K	Hold	1,000	–	–	0.01%	242
2017 Q3	$61K	Hold	1,000	–	–	0.01%	251
2017 Q2	$54K	Hold	1,000	–	–	0.01%	267
2017 Q1	$50K	Hold	1,000	–	–	0.01%	274
2016 Q4	$49K	Hold	1,000	–	–	0.01%	272
2016 Q3	$45K	Hold	1,000	–	–	0.01%	275
2016 Q2	$48K	Hold	1,000	–	–	0.01%	263
2016 Q1	$43K	Hold	1,000	–	–	0.01%	274
2015 Q4	$52K	Hold	1,000	–	–	0.01%	257
2015 Q3	$50K	Hold	1,000	–	–	0.01%	271
2015 Q2	$49K	Buy	+1,000	New	+$47K	0.01%	276

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Endurance Wealth Management's SEIC Position: Q2 2023 in Review

Endurance Wealth Management held its SEI Investments (SEIC) position steady in Q2 2023 at 1,000 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #315.

Endurance Wealth Management first reported a position in SEIC in Q2 2015 and has held it in 33 quarters since. The position peaked at $75K in Q1 2018. 457 funds tracked by Wall St. Rank hold SEIC as of Q2 2023.

Endurance Wealth Management held 1,000 shares of SEI Investments worth $60K as of Q2 2023.
Endurance Wealth Management left its SEI Investments share count unchanged in Q2 2023.
SEI Investments made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #315 holding.
Endurance Wealth Management first reported a position in SEI Investments in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's SEI Investments position peaked at $75K in Q1 2018.
457 funds tracked by Wall St. Rank held SEI Investments as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.