Jupiter Investment Management’s SEI Investments SEIC Stock Holding History

Jupiter Investment 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
2020 Q2	$4.52M	Buy	82,241 +19,474	+31%	+$1.02M	0.07%	201
2020 Q1	$2.91M	Buy	62,767 +50,291	+403%	+$2.99M	0.06%	188
2019 Q4	$816K	Sell	12,476 -10,410	-45%	-$647K	0.01%	329
2019 Q3	$1.36M	Buy	+22,886	New	+$1.32M	0.02%	333
2019 Q1	–	Sell	-342,893	Closed	-$15.8M	–	419
2018 Q4	$15.8M	Buy	+342,893	New	+$18.1M	0.14%	126
2018 Q2	–	Sell	-57,232	Closed	-$4.29M	–	438
2018 Q1	$4.29M	Sell	57,232 -50,556	-47%	-$3.77M	0.03%	201
2017 Q4	$7.75M	Buy	107,788 +80,177	+290%	+$5.37M	0.07%	159
2017 Q3	$1.69M	Buy	+27,611	New	+$1.57M	0.02%	197
2016 Q3	–	Sell	-55,353	Closed	-$2.66M	–	443
2016 Q2	$2.66M	Buy	55,353 +52,014	+1,558%	+$2.5M	0.05%	231
2016 Q1	$143K	Sell	3,339 -86,908	-96%	-$3.56M	﹤0.01%	416
2015 Q4	$4.73M	Buy	90,247 +22,782	+34%	+$1.19M	0.13%	137
2015 Q3	$3.25M	Sell	67,465 -8,132	-11%	-$414K	0.09%	153
2015 Q2	$3.71M	Buy	75,597 +73,937	+4,454%	+$3.48M	0.11%	115
2015 Q1	$73K	Sell	1,660 -59,107	-97%	-$2.48M	﹤0.01%	308
2014 Q4	$2.43M	Buy	60,767 +17,582	+41%	+$674K	0.09%	158
2014 Q3	$1.56M	Buy	+43,185	New	+$1.54M	0.08%	197
2014 Q2	–	Sell	-31,829	Closed	-$1.07M	–	399
2014 Q1	$1.07M	Sell	31,829 -113,952	-78%	-$3.87M	0.07%	227
2013 Q4	$5.06M	Buy	+145,781	New	+$4.85M	0.43%	75

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jupiter Investment Management's SEIC Position: Q2 2020 in Review

Jupiter Investment Management increased its SEI Investments (SEIC) stake by 31% in Q2 2020, buying an estimated $1.02M and bringing the position to 82,241 shares worth $4.52M. The position accounts for 0.07% of the portfolio, ranked #201.

Jupiter Investment Management first reported a position in SEIC in Q4 2013 and has held it in 18 quarters since. The position peaked at $15.8M in Q4 2018. 424 funds tracked by Wall St. Rank hold SEIC as of Q2 2020.

Jupiter Investment Management held 82,241 shares of SEI Investments worth $4.52M as of Q2 2020.
Jupiter Investment Management bought 19,474 SEI Investments shares in Q2 2020, an estimated $1.02M.
SEI Investments made up 0.07% of Jupiter Investment Management's portfolio in Q2 2020, its #201 holding.
Jupiter Investment Management first reported a position in SEI Investments in Q4 2013 and has held it in 18 quarters since.
Jupiter Investment Management's SEI Investments position peaked at $15.8M in Q4 2018.
424 funds tracked by Wall St. Rank held SEI Investments as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.