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Glen Eagle Advisors’s SEI Investments SEIC Stock Holding History

Glen Eagle Advisors’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
2020
Q3 		– Sell
-8
Closed -$440 – 957
2020
Q2 		$440 Buy
8
+2
+33% +$105 ﹤0.01% 859
2020
Q1 		$278 Hold
6
– – ﹤0.01% 816
2019
Q4 		$393 Hold
6
– – ﹤0.01% 865
2019
Q3 		$356 Hold
6
– – ﹤0.01% 789
2019
Q2 		$337 Buy
+6
New +$324 ﹤0.01% 768

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Glen Eagle Advisors's SEIC Position: Q3 2020 in Review

Glen Eagle Advisors sold out of SEI Investments (SEIC) in Q3 2020, closing a stake of 8 shares — an estimated $440 sold.

Glen Eagle Advisors first reported a position in SEIC in Q2 2019 and held it in 5 quarters. The position peaked at $440 in Q2 2020. 427 funds tracked by Wall St. Rank hold SEIC as of Q3 2020.

  • Glen Eagle Advisors reported no remaining SEI Investments position as of Q3 2020 after selling out during the quarter.
  • Glen Eagle Advisors sold 8 SEI Investments shares in Q3 2020, an estimated $440.
  • Glen Eagle Advisors first reported a position in SEI Investments in Q2 2019 and held it in 5 quarters.
  • Glen Eagle Advisors's SEI Investments position peaked at $440 in Q2 2020.
  • 427 funds tracked by Wall St. Rank held SEI Investments as of Q3 2020.

Based on Glen Eagle Advisors's 13F filing for Q3 2020, filed 13 Aug 2024.