Investment House LLC’s SEI Investments SEIC Stock Holding History

Investment House LLC’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 Q4	–	Sell	-5,432	Closed	-$376K	–	215
2024 Q3	$376K	Hold	5,432	–	–	0.02%	180
2024 Q2	$351K	Hold	5,432	–	–	0.02%	175
2024 Q1	$391K	Hold	5,432	–	–	0.02%	175
2023 Q4	$345K	Hold	5,432	–	–	0.02%	163
2023 Q3	$327K	Hold	5,432	–	–	0.03%	158
2023 Q2	$324K	Hold	5,432	–	–	0.02%	165
2023 Q1	$313K	Hold	5,432	–	–	0.03%	165
2022 Q4	$317K	Hold	5,432	–	–	0.03%	151
2022 Q3	$266K	Hold	5,432	–	–	0.02%	162
2022 Q2	$293K	Hold	5,432	–	–	0.03%	148
2022 Q1	$327K	Hold	5,432	–	–	0.02%	156
2021 Q4	$331K	Hold	5,432	–	–	0.02%	156
2021 Q3	$322K	Hold	5,432	–	–	0.02%	160
2021 Q2	$336K	Hold	5,432	–	–	0.02%	169
2021 Q1	$331K	Hold	5,432	–	–	0.03%	167
2020 Q4	$312K	Hold	5,432	–	–	0.02%	191
2020 Q3	$276K	Hold	5,432	–	–	0.02%	177
2020 Q2	$299K	Buy	+5,432	New	+$284K	0.03%	161

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Investment House LLC's SEIC Position: Q4 2024 in Review

Investment House LLC sold out of SEI Investments (SEIC) in Q4 2024, closing a stake of 5,432 shares — an estimated $376K sold.

Investment House LLC first reported a position in SEIC in Q2 2020 and held it in 18 quarters. The position peaked at $391K in Q1 2024. 540 funds tracked by Wall St. Rank hold SEIC as of Q4 2024.

Investment House LLC reported no remaining SEI Investments position as of Q4 2024 after selling out during the quarter.
Investment House LLC sold 5,432 SEI Investments shares in Q4 2024, an estimated $376K.
Investment House LLC first reported a position in SEI Investments in Q2 2020 and held it in 18 quarters.
Investment House LLC's SEI Investments position peaked at $391K in Q1 2024.
540 funds tracked by Wall St. Rank held SEI Investments as of Q4 2024.

Based on Investment House LLC's 13F filing for Q4 2024, filed 11 Feb 2025.