Ken Fisher
SEIC icon

Ken Fisher’s SEI Investments SEIC Stock Holding History

Ken Fisher’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
-7,949
Closed -$656K – 1060
2024
Q4 		$656K Buy
7,949
+322
+4% +$25.3K ﹤0.01% 728
2024
Q3 		$528K Sell
7,627
-234
-3% -$15.6K ﹤0.01% 751
2024
Q2 		$509K Buy
7,861
+94
+1% +$6.32K ﹤0.01% 780
2024
Q1 		$558K Sell
7,767
-881
-10% -$58.5K ﹤0.01% 758
2023
Q4 		$550K Buy
8,648
+500
+6% +$29.2K ﹤0.01% 763
2023
Q3 		$491K Hold
8,148
– – ﹤0.01% 850
2023
Q2 		$486K Hold
8,148
– – ﹤0.01% 869
2023
Q1 		$469K Sell
8,148
-1,214
-13% -$72.8K ﹤0.01% 863
2022
Q4 		$546K Sell
9,362
-492
-5% -$27.7K ﹤0.01% 828
2022
Q3 		$483K Sell
9,854
-4
-0% -$218 ﹤0.01% 756
2022
Q2 		$533K Buy
9,858
+225
+2% +$12.7K ﹤0.01% 710
2022
Q1 		$580K Buy
9,633
+241
+3% +$14.3K ﹤0.01% 710
2021
Q4 		$572K Sell
9,392
-641
-6% -$39.7K ﹤0.01% 742
2021
Q3 		$595K Sell
10,033
-40
-0.4% -$2.44K ﹤0.01% 704
2021
Q2 		$624K Buy
10,073
+300
+3% +$18.7K ﹤0.01% 681
2021
Q1 		$595K Sell
9,773
-155
-2% -$9.08K ﹤0.01% 680
2020
Q4 		$571K Sell
9,928
-1,490
-13% -$81.4K ﹤0.01% 683
2020
Q3 		$579K Sell
11,418
-1,532
-12% -$81K ﹤0.01% 630
2020
Q2 		$712K Buy
12,950
+4,949
+62% +$259K ﹤0.01% 612
2020
Q1 		$371K Buy
8,001
+3,117
+64% +$185K ﹤0.01% 653
2019
Q4 		$320K Sell
4,884
-97,456
-95% -$6.06M ﹤0.01% 711
2019
Q3 		$6.06M Buy
+102,340
New +$5.92M 0.01% 420

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ken Fisher's SEIC Position: Q1 2025 in Review

Ken Fisher sold out of SEI Investments (SEIC) in Q1 2025, closing a stake of 7,949 shares — an estimated $656K sold.

Ken Fisher first reported a position in SEIC in Q3 2019 and held it in 22 quarters. The position peaked at $6.06M in Q3 2019. 546 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

  • Ken Fisher reported no remaining SEI Investments position as of Q1 2025 after selling out during the quarter.
  • Ken Fisher sold 7,949 SEI Investments shares in Q1 2025, an estimated $656K.
  • Ken Fisher first reported a position in SEI Investments in Q3 2019 and held it in 22 quarters.
  • Ken Fisher's SEI Investments position peaked at $6.06M in Q3 2019.
  • 546 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on Fisher Asset Management's 13F filing for Q1 2025, filed 14 May 2025.