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 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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

BGC

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

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

Jupiter Asset Management's SEIC Position: Q4 2025 in Review

Jupiter Asset Management sold out of SEI Investments (SEIC) in Q4 2025, closing a stake of 277,462 shares — an estimated $23.5M sold.

Jupiter Asset Management first reported a position in SEIC in Q3 2020 and held it in 8 quarters. The position peaked at $37.5M in Q2 2025. 560 funds tracked by Wall St. Rank hold SEIC as of Q4 2025.

Jupiter Asset Management reported no remaining SEI Investments position as of Q4 2025 after selling out during the quarter.
Jupiter Asset Management sold 277,462 SEI Investments shares in Q4 2025, an estimated $23.5M.
Jupiter Asset Management first reported a position in SEI Investments in Q3 2020 and held it in 8 quarters.
Jupiter Asset Management's SEI Investments position peaked at $37.5M in Q2 2025.
560 funds tracked by Wall St. Rank held SEI Investments as of Q4 2025.

Based on Jupiter Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.