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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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gould Capital's SEIC Position: Q3 2024 in Review

Gould Capital sold out of SEI Investments (SEIC) in Q3 2024, closing a stake of 16,653 shares — an estimated $1.08M sold.

Gould Capital first reported a position in SEIC in Q4 2021 and held it in 11 quarters. The position peaked at $1.17M in Q1 2024. 501 funds tracked by Wall St. Rank hold SEIC as of Q3 2024.

  • Gould Capital reported no remaining SEI Investments position as of Q3 2024 after selling out during the quarter.
  • Gould Capital sold 16,653 SEI Investments shares in Q3 2024, an estimated $1.08M.
  • Gould Capital first reported a position in SEI Investments in Q4 2021 and held it in 11 quarters.
  • Gould Capital's SEI Investments position peaked at $1.17M in Q1 2024.
  • 501 funds tracked by Wall St. Rank held SEI Investments as of Q3 2024.

Based on Gould Capital's 13F filing for Q3 2024, filed 18 Nov 2024.