Hoover Financial Advisors’s SEI Investments SEIC Stock Holding History

Hoover Financial 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
2021 Q2	$627K	Hold	10,117	–	–	0.11%	69
2021 Q1	$627K	Hold	10,117	–	–	0.12%	65
2020 Q4	$612K	Hold	10,117	–	–	0.15%	52
2020 Q3	$513K	Hold	10,117	–	–	0.17%	52
2020 Q2	$556K	Hold	10,117	–	–	0.21%	44
2020 Q1	$469K	Hold	10,117	–	–	0.26%	38
2019 Q4	$662K	Hold	10,117	–	–	0.32%	39
2019 Q3	$599K	Hold	10,117	–	–	0.53%	25
2019 Q2	$568K	Hold	10,117	–	–	0.52%	25
2019 Q1	$529K	Hold	10,117	–	–	0.51%	27
2018 Q4	$467K	Buy	+10,117	New	+$533K	0.51%	29

Other funds holding SEIC

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

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

BGC

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Hoover Financial Advisors's SEIC Position: Q2 2021 in Review

Hoover Financial Advisors held its SEI Investments (SEIC) position steady in Q2 2021 at 10,117 shares worth $627K. The position accounts for 0.11% of the portfolio, ranked #69.

Hoover Financial Advisors first reported a position in SEIC in Q4 2018 and has held it in 11 quarters since. The position peaked at $662K in Q4 2019. 439 funds tracked by Wall St. Rank hold SEIC as of Q2 2021.

Hoover Financial Advisors held 10,117 shares of SEI Investments worth $627K as of Q2 2021.
Hoover Financial Advisors left its SEI Investments share count unchanged in Q2 2021.
SEI Investments made up 0.11% of Hoover Financial Advisors's portfolio in Q2 2021, its #69 holding.
Hoover Financial Advisors first reported a position in SEI Investments in Q4 2018 and has held it in 11 quarters since.
Hoover Financial Advisors's SEI Investments position peaked at $662K in Q4 2019.
439 funds tracked by Wall St. Rank held SEI Investments as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.