Gradient Investments’s SEI Investments SEIC Stock Holding History

Gradient Investments’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 Q1	–	Sell	-13	Closed	-$826	–	1735
2023 Q4	$826	Hold	13	–	–	﹤0.01%	1484
2023 Q3	$783	Hold	13	–	–	﹤0.01%	1444
2023 Q2	$775	Buy	+13	New	+$756	﹤0.01%	1437
2018 Q1	–	Sell	-2,875	Closed	-$207K	–	1144
2017 Q4	$207K	Buy	+2,875	New	+$192K	0.01%	244

Other funds holding SEIC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Gradient Investments's SEIC Position: Q1 2024 in Review

Gradient Investments sold out of SEI Investments (SEIC) in Q1 2024, closing a stake of 13 shares — an estimated $826 sold.

Gradient Investments first reported a position in SEIC in Q4 2017 and held it in 4 quarters. The position peaked at $207K in Q4 2017. 476 funds tracked by Wall St. Rank hold SEIC as of Q1 2024.

Gradient Investments reported no remaining SEI Investments position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 13 SEI Investments shares in Q1 2024, an estimated $826.
Gradient Investments first reported a position in SEI Investments in Q4 2017 and held it in 4 quarters.
Gradient Investments's SEI Investments position peaked at $207K in Q4 2017.
476 funds tracked by Wall St. Rank held SEI Investments as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.