FORA Capital’s SEI Investments SEIC Stock Holding History

FORA 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
2026 Q1	$582K	Buy	+7,416	New	+$611K	0.04%	293
2025 Q2	–	Sell	-12,758	Closed	-$990K	–	673
2025 Q1	$990K	Buy	+12,758	New	+$1.03M	0.1%	227
2024 Q4	–	Sell	-3,424	Closed	-$237K	–	566
2024 Q3	$237K	Buy	+3,424	New	+$229K	0.03%	385
2021 Q3	–	Sell	-3,096	Closed	-$192K	–	786
2021 Q2	$192K	Buy	+3,096	New	+$193K	0.04%	453
2021 Q1	–	Sell	-2,560	Closed	-$147K	–	1060
2020 Q4	$147K	Buy	2,560 +1,910	+294%	+$104K	0.02%	576
2020 Q3	$33K	Sell	650 -143	-18%	-$7.56K	0.02%	511
2020 Q2	$44K	Buy	+793	New	+$41.5K	0.02%	666
2020 Q1	–	Sell	-4,565	Closed	-$299K	–	1306
2019 Q4	$299K	Buy	+4,565	New	+$284K	0.03%	525

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