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Lee Ainslie’s SEI Investments SEIC Stock Holding History

Lee Ainslie’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
2024
Q1 		– Sell
-5,963
Closed -$379K – 528
2023
Q4 		$379K Buy
+5,963
New +$348K 0.01% 242
2021
Q4 		– Sell
-11,259
Closed -$668K – 583
2021
Q3 		$668K Buy
11,259
+8,621
+327% +$526K 0.01% 397
2021
Q2 		$163K Buy
+2,638
New +$164K ﹤0.01% 512
2020
Q3 		– Sell
-13,305
Closed -$732K – 689
2020
Q2 		$732K Sell
13,305
-5,379
-29% -$281K 0.02% 394
2020
Q1 		$866K Buy
+18,684
New +$1.11M 0.02% 334

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Lee Ainslie's SEIC Position: Q1 2024 in Review

Lee Ainslie sold out of SEI Investments (SEIC) in Q1 2024, closing a stake of 5,963 shares — an estimated $379K sold.

Lee Ainslie first reported a position in SEIC in Q1 2020 and held it in 5 quarters. The position peaked at $866K in Q1 2020. 476 funds tracked by Wall St. Rank hold SEIC as of Q1 2024.

  • Lee Ainslie reported no remaining SEI Investments position as of Q1 2024 after selling out during the quarter.
  • Lee Ainslie sold 5,963 SEI Investments shares in Q1 2024, an estimated $379K.
  • Lee Ainslie first reported a position in SEI Investments in Q1 2020 and held it in 5 quarters.
  • Lee Ainslie's SEI Investments position peaked at $866K in Q1 2020.
  • 476 funds tracked by Wall St. Rank held SEI Investments as of Q1 2024.

Based on Maverick Capital's 13F filing for Q1 2024, filed 15 May 2024.