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Eudaimonia Partners’s SEI Investments SEIC Stock Holding History

Eudaimonia Partners’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
2021
Q2 		– Sell
-154
Closed -$9K – 1189
2021
Q1 		$9K Sell
154
-316
-67% -$18.5K ﹤0.01% 1196
2020
Q4 		$27K Sell
470
-5
-1% -$273 0.01% 786
2020
Q3 		$24K Sell
475
-1,705
-78% -$90.1K 0.01% 754
2020
Q2 		$120K Buy
2,180
+415
+24% +$21.7K 0.05% 324
2020
Q1 		$82K Buy
+1,765
New +$105K 0.04% 370

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Eudaimonia Partners's SEIC Position: Q2 2021 in Review

Eudaimonia Partners sold out of SEI Investments (SEIC) in Q2 2021, closing a stake of 154 shares — an estimated $9K sold.

Eudaimonia Partners first reported a position in SEIC in Q1 2020 and held it in 5 quarters. The position peaked at $120K in Q2 2020. 440 funds tracked by Wall St. Rank hold SEIC as of Q2 2021.

  • Eudaimonia Partners reported no remaining SEI Investments position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 154 SEI Investments shares in Q2 2021, an estimated $9K.
  • Eudaimonia Partners first reported a position in SEI Investments in Q1 2020 and held it in 5 quarters.
  • Eudaimonia Partners's SEI Investments position peaked at $120K in Q2 2020.
  • 440 funds tracked by Wall St. Rank held SEI Investments as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.