Kapitalo Investimentos’s SEI Investments SEIC Stock Holding History

Kapitalo Investimentos’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 Q1	–	Sell	-1,983	Closed	-$164K	–	290
2024 Q4	$164K	Buy	+1,983	New	+$156K	0.11%	111
2024 Q1	–	Sell	-3,265	Closed	-$207K	–	517
2023 Q4	$207K	Sell	3,265 -484	-13%	-$28.2K	0.04%	269
2023 Q3	$226K	Buy	3,749 +2,233	+147%	+$137K	0.03%	263
2023 Q2	$90.4K	Buy	+1,516	New	+$88.2K	0.02%	359

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 $3.38T AUM 44.17% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kapitalo Investimentos's SEIC Position: Q1 2025 in Review

Kapitalo Investimentos sold out of SEI Investments (SEIC) in Q1 2025, closing a stake of 1,983 shares — an estimated $164K sold.

Kapitalo Investimentos first reported a position in SEIC in Q2 2023 and held it in 4 quarters. The position peaked at $226K in Q3 2023. 548 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

Kapitalo Investimentos reported no remaining SEI Investments position as of Q1 2025 after selling out during the quarter.
Kapitalo Investimentos sold 1,983 SEI Investments shares in Q1 2025, an estimated $164K.
Kapitalo Investimentos first reported a position in SEI Investments in Q2 2023 and held it in 4 quarters.
Kapitalo Investimentos's SEI Investments position peaked at $226K in Q3 2023.
548 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.