Investors Research Corp’s SEI Investments SEIC Stock Holding History

Investors Research Corp’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	-121	Closed	-$7.69K	–	1082
2023 Q4	$7.69K	Hold	121	–	–	﹤0.01%	776
2023 Q3	$7.29K	Hold	121	–	–	﹤0.01%	787
2023 Q2	$7.21K	Hold	121	–	–	﹤0.01%	810
2023 Q1	$6.96K	Hold	121	–	–	﹤0.01%	829
2022 Q4	$7.05K	Hold	121	–	–	﹤0.01%	825
2022 Q3	$6K	Buy	121 +59	+95%	+$3.22K	﹤0.01%	841
2022 Q2	$3K	Buy	+62	New	+$3.49K	﹤0.01%	949

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

Investors Research Corp's SEIC Position: Q1 2024 in Review

Investors Research Corp sold out of SEI Investments (SEIC) in Q1 2024, closing a stake of 121 shares — an estimated $7.69K sold.

Investors Research Corp first reported a position in SEIC in Q2 2022 and held it in 7 quarters. The position peaked at $7.69K in Q4 2023. 476 funds tracked by Wall St. Rank hold SEIC as of Q1 2024.

Investors Research Corp reported no remaining SEI Investments position as of Q1 2024 after selling out during the quarter.
Investors Research Corp sold 121 SEI Investments shares in Q1 2024, an estimated $7.69K.
Investors Research Corp first reported a position in SEI Investments in Q2 2022 and held it in 7 quarters.
Investors Research Corp's SEI Investments position peaked at $7.69K in Q4 2023.
476 funds tracked by Wall St. Rank held SEI Investments as of Q1 2024.

Based on Investors Research Corp's 13F filing for Q1 2024, filed 6 May 2024.