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Knowledge Leaders Capital’s SEI Investments SEIC Stock Holding History

Knowledge Leaders Capital’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
Q4 		– Sell
-8,446
Closed -$428K – 130
2020
Q3 		$428K Hold
8,446
– – 0.41% 86
2020
Q2 		$464K Buy
+8,446
New +$441K 0.47% 81

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Knowledge Leaders Capital's SEIC Position: Q4 2020 in Review

Knowledge Leaders Capital sold out of SEI Investments (SEIC) in Q4 2020, closing a stake of 8,446 shares — an estimated $428K sold.

Knowledge Leaders Capital first reported a position in SEIC in Q2 2020 and held it in 2 quarters. The position peaked at $464K in Q2 2020. 441 funds tracked by Wall St. Rank hold SEIC as of Q4 2020.

  • Knowledge Leaders Capital reported no remaining SEI Investments position as of Q4 2020 after selling out during the quarter.
  • Knowledge Leaders Capital sold 8,446 SEI Investments shares in Q4 2020, an estimated $428K.
  • Knowledge Leaders Capital first reported a position in SEI Investments in Q2 2020 and held it in 2 quarters.
  • Knowledge Leaders Capital's SEI Investments position peaked at $464K in Q2 2020.
  • 441 funds tracked by Wall St. Rank held SEI Investments as of Q4 2020.

Based on Knowledge Leaders Capital's 13F filing for Q4 2020, filed 5 Feb 2021.