Ethic Inc’s SEI Investments SEIC Stock Holding History

Ethic Inc’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 Q1	$317K	Buy	4,040 +332	+9%	+$27.3K	0.01%	1019
2025 Q4	$304K	Sell	3,708 -539	-13%	-$44.3K	﹤0.01%	998
2025 Q3	$360K	Sell	4,247 -256	-6%	-$22.7K	0.01%	942
2025 Q2	$403K	Buy	4,503 +133	+3%	+$10.7K	0.01%	898
2025 Q1	$338K	Sell	4,370 -102	-2%	-$8.2K	0.01%	904
2024 Q4	$369K	Sell	4,472 -5,531	-55%	-$434K	0.01%	885
2024 Q3	$719K	Buy	10,003 +587	+6%	+$39.2K	0.02%	669
2024 Q2	$609K	Sell	9,416 -587	-6%	-$39.5K	0.01%	715
2024 Q1	$719K	Buy	10,003 +5,607	+128%	+$372K	0.02%	669
2023 Q4	$279K	Sell	4,396 -900	-17%	-$52.5K	0.01%	897
2023 Q3	$319K	Sell	5,296 -1,460	-22%	-$89.8K	0.01%	786
2023 Q2	$403K	Sell	6,756 -80	-1%	-$4.65K	0.01%	713
2023 Q1	$393K	Sell	6,836 -211	-3%	-$12.7K	0.02%	723
2022 Q4	$411K	Buy	7,047 +1,433	+26%	+$80.6K	0.02%	634
2022 Q3	$275K	Sell	5,614 -765	-12%	-$41.8K	0.02%	660
2022 Q2	$345K	Buy	+6,379	New	+$359K	0.02%	587

Other funds holding SEIC

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

Loomis, Sayles & Company

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

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

Lord, Abbett & Co

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return