Joel Greenblatt’s SEI Investments SEIC Stock Holding History

Joel Greenblatt’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
2026 Q2	$1.26M	Sell	14,351 -204	-1%	-$17.8K	﹤0.01%	1297
2026 Q1	$1.14M	Hold	14,555	–	–	﹤0.01%	1266
2025 Q4	$1.19M	Hold	14,555	–	–	﹤0.01%	1207
2025 Q3	$1.23M	Hold	14,555	–	–	0.01%	1137
2025 Q2	$1.31M	Hold	14,555	–	–	0.01%	1059
2025 Q1	$1.13M	Hold	14,555	–	–	0.01%	969
2024 Q4	$1.2M	Hold	14,555	–	–	0.01%	864
2024 Q3	$1.01M	Hold	14,555	–	–	0.01%	906
2024 Q2	$942K	Hold	14,555	–	–	0.01%	909
2024 Q1	$1.05M	Sell	14,555 -22	-0.2%	-$1.46K	0.02%	831
2023 Q4	$926K	Sell	14,577 -3,032	-17%	-$177K	0.02%	812
2023 Q3	$1.06M	Sell	17,609 -3,470	-16%	-$213K	0.02%	758
2023 Q2	$1.26M	Sell	21,079 -941	-4%	-$54.7K	0.03%	696
2023 Q1	$1.27M	Buy	22,020 +6,667	+43%	+$400K	0.03%	675
2022 Q4	$895K	Buy	15,353 +2,430	+19%	+$137K	0.03%	723
2022 Q3	$634K	Sell	12,923 -15,493	-55%	-$846K	0.02%	793
2022 Q2	$1.53M	Buy	28,416 +13,861	+95%	+$780K	0.05%	439
2022 Q1	$876K	Buy	14,555 +5,382	+59%	+$320K	0.03%	609
2021 Q4	$559K	Buy	+9,173	New	+$568K	0.02%	728
2020 Q4	–	Sell	-4,841	Closed	-$246K	–	1089
2020 Q3	$246K	Buy	4,841 +874	+22%	+$46.2K	0.01%	881
2020 Q2	$218K	Sell	3,967 -8,132	-67%	-$425K	0.01%	938
2020 Q1	$561K	Buy	+12,099	New	+$720K	0.02%	702
2019 Q2	–	Sell	-4,600	Closed	-$240K	–	1273
2019 Q1	$240K	Buy	+4,600	New	+$230K	﹤0.01%	1062
2014 Q3	–	Sell	-23,086	Closed	-$757K	–	1061
2014 Q2	$757K	Buy	23,086 +14,365	+165%	+$463K	0.01%	707
2014 Q1	$293K	Buy	+8,721	New	+$296K	﹤0.01%	898

Other funds holding SEIC

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Joel Greenblatt's SEIC Position: Q2 2026 in Review

Joel Greenblatt reduced its SEI Investments (SEIC) stake by 1.4% in Q2 2026, selling an estimated $17.8K and leaving 14,351 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Joel Greenblatt first reported a position in SEIC in Q1 2014 and has held it in 25 quarters since. The position peaked at $1.53M in Q2 2022. 569 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Joel Greenblatt held 14,351 shares of SEI Investments worth $1.26M as of Q2 2026.
Joel Greenblatt sold 204 SEI Investments shares in Q2 2026, an estimated $17.8K.
SEI Investments made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1297 holding.
Joel Greenblatt first reported a position in SEI Investments in Q1 2014 and has held it in 25 quarters since.
Joel Greenblatt's SEI Investments position peaked at $1.53M in Q2 2022.
569 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.