Gould Capital’s SEI Investments SEIC Stock Holding History

Gould 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
2024 Q3	–	Sell	-16,653	Closed	-$1.08M	–	225
2024 Q2	$1.08M	Buy	16,653 +420	+3%	+$28.2K	0.76%	34
2024 Q1	$1.17M	Buy	16,233 +1,565	+11%	+$104K	0.82%	34
2023 Q4	$932K	Sell	14,668 -76	-0.5%	-$4.43K	0.68%	38
2023 Q3	$872K	Buy	14,744 +195	+1%	+$12K	0.7%	38
2023 Q2	$867K	Buy	14,549 +84	+0.6%	+$4.89K	0.66%	39
2023 Q1	$832K	Sell	14,465 -3,018	-17%	-$181K	0.64%	41
2022 Q4	$1.02M	Sell	17,483 -158	-0.9%	-$8.89K	0.81%	35
2022 Q3	$865K	Sell	17,641 -2	-0%	-$109	0.75%	36
2022 Q2	$953K	Sell	17,643 -485	-3%	-$27.3K	0.77%	33
2022 Q1	$1.09M	Buy	18,128 +976	+6%	+$58.1K	0.78%	36
2021 Q4	$1.04M	Buy	+17,152	New	+$1.06M	0.73%	37

Other funds holding SEIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return