Jackson Square Capital’s SEI Investments SEIC Stock Holding History

Jackson Square Capital’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
2020 Q4	–	Sell	-117	Closed	-$6K	–	300
2020 Q3	$6K	Hold	117	–	–	﹤0.01%	293
2020 Q2	$6K	Hold	117	–	–	﹤0.01%	276
2020 Q1	$5K	Sell	117 -54	-32%	-$3.21K	﹤0.01%	263
2019 Q4	$11K	Buy	+171	New	+$10.6K	0.01%	256

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

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

BGC

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jackson Square Capital's SEIC Position: Q4 2020 in Review

Jackson Square Capital sold out of SEI Investments (SEIC) in Q4 2020, closing a stake of 117 shares — an estimated $6K sold.

Jackson Square Capital first reported a position in SEIC in Q4 2019 and held it in 4 quarters. The position peaked at $11K in Q4 2019. 441 funds tracked by Wall St. Rank hold SEIC as of Q4 2020.

Jackson Square Capital reported no remaining SEI Investments position as of Q4 2020 after selling out during the quarter.
Jackson Square Capital sold 117 SEI Investments shares in Q4 2020, an estimated $6K.
Jackson Square Capital first reported a position in SEI Investments in Q4 2019 and held it in 4 quarters.
Jackson Square Capital's SEI Investments position peaked at $11K in Q4 2019.
441 funds tracked by Wall St. Rank held SEI Investments as of Q4 2020.

Based on Jackson Square Capital's 13F filing for Q4 2020, filed 5 Mar 2021.