JAM
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Jupiter Asset Management’s SEI Investments SEIC Stock Holding History

Jupiter Asset Management’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
2025
Q4 		– Sell
-277,462
Closed -$23.5M – 478
2025
Q3 		$23.5M Sell
277,462
-139,743
-33% -$12.4M 0.2% 141
2025
Q2 		$37.5M Buy
+417,205
New +$33.6M 0.31% 108
2024
Q3 		– Sell
-120,372
Closed -$7.79M – 476
2024
Q2 		$7.79M Buy
+120,372
New +$8.09M 0.07% 232
2023
Q4 		– Sell
-152,174
Closed -$9.17M – 530
2023
Q3 		$9.17M Sell
152,174
-2,457
-2% -$151K 0.1% 209
2023
Q2 		$9.22M Sell
154,631
-38,459
-20% -$2.24M 0.1% 215
2023
Q1 		$11.1M Buy
+193,090
New +$11.6M 0.15% 170
2021
Q4 		– Sell
-61,135
Closed -$3.63M – 634
2021
Q3 		$3.63M Buy
+61,135
New +$3.73M 0.04% 293
2020
Q4 		– Sell
-252,049
Closed -$12.8M – 647
2020
Q3 		$12.8M Buy
+252,049
New +$13.3M 0.13% 180

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return