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Great Diamond Partners’s SEI Investments SEIC Stock Holding History

Great Diamond Partners’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
2025
Q1 		– Sell
-2,463
Closed -$203K – 199
2024
Q4 		$203K Buy
+2,463
New +$193K 0.05% 183
2024
Q3 		– Sell
-4,421
Closed -$286K – 218
2024
Q2 		$286K Sell
4,421
-51
-1% -$3.43K 0.07% 174
2024
Q1 		$322K Sell
4,472
-48
-1% -$3.19K 0.07% 167
2023
Q4 		$287K Buy
4,520
+4
+0.1% +$233 0.07% 186
2023
Q3 		$272K Hold
4,516
– – 0.07% 182
2023
Q2 		$269K Buy
4,516
+226
+5% +$13.1K 0.07% 186
2023
Q1 		$247K Sell
4,290
-105
-2% -$6.3K 0.07% 190
2022
Q4 		$256K Sell
4,395
-26
-0.6% -$1.46K 0.08% 181
2022
Q3 		$216K Sell
4,421
-51
-1% -$2.79K 0.07% 189
2022
Q2 		$241K Buy
4,472
+24
+0.5% +$1.35K 0.08% 185
2022
Q1 		$267K Sell
4,448
-225
-5% -$13.4K 0.07% 186
2021
Q4 		$284K Sell
4,673
-8
-0.2% -$496 0.07% 184
2021
Q3 		$277K Sell
4,681
-30
-0.6% -$1.83K 0.08% 173
2021
Q2 		$291K Sell
4,711
-49
-1% -$3.05K 0.08% 159
2021
Q1 		$290K Sell
4,760
-202
-4% -$11.8K 0.09% 152
2020
Q4 		$285K Sell
4,962
-234
-5% -$12.8K 0.09% 144
2020
Q3 		$263K Buy
5,196
+104
+2% +$5.5K 0.1% 135
2020
Q2 		$279K Buy
5,092
+34
+0.7% +$1.78K 0.12% 119
2020
Q1 		$234K Sell
5,058
-336
-6% -$20K 0.12% 114
2019
Q4 		$353K Buy
+5,394
New +$335K 0.13% 96

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Great Diamond Partners's SEIC Position: Q1 2025 in Review

Great Diamond Partners sold out of SEI Investments (SEIC) in Q1 2025, closing a stake of 2,463 shares — an estimated $203K sold.

Great Diamond Partners first reported a position in SEIC in Q4 2019 and held it in 20 quarters. The position peaked at $353K in Q4 2019. 546 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

  • Great Diamond Partners reported no remaining SEI Investments position as of Q1 2025 after selling out during the quarter.
  • Great Diamond Partners sold 2,463 SEI Investments shares in Q1 2025, an estimated $203K.
  • Great Diamond Partners first reported a position in SEI Investments in Q4 2019 and held it in 20 quarters.
  • Great Diamond Partners's SEI Investments position peaked at $353K in Q4 2019.
  • 546 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on Great Diamond Partners's 13F filing for Q1 2025, filed 13 May 2025.