Legacy Advisors’s SEI Investments SEIC Stock Holding History

Legacy Advisors’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	$464K	Buy	5,980 +1,187	+25%	+$95.4K	0.05%	270
2024 Q4	$398K	Buy	+4,793	New	+$376K	0.04%	278
2021 Q3	–	Sell	-3,354	Closed	-$208K	–	130
2021 Q2	$208K	Hold	3,354	–	–	0.08%	120
2021 Q1	$204K	Buy	+3,354	New	+$197K	0.09%	120
2020 Q1	–	Sell	-3,354	Closed	-$221K	–	129
2019 Q4	$221K	Buy	+3,354	New	+$209K	0.14%	123
2019 Q3	–	Sell	-3,354	Closed	-$188K	–	288
2019 Q2	$188K	Hold	3,354	–	–	0.13%	115
2019 Q1	$175K	Buy	+3,354	New	+$168K	0.06%	119
2018 Q4	–	Sell	-3,354	Closed	-$205K	–	343
2018 Q3	$205K	Hold	3,354	–	–	0.1%	134
2018 Q2	$210K	Hold	3,354	–	–	0.16%	89
2018 Q1	$233K	Hold	3,354	–	–	0.17%	76
2017 Q4	$242K	Hold	3,354	–	–	0.24%	51
2017 Q3	$204K	Hold	3,354	–	–	0.23%	49
2017 Q2	$180K	Hold	3,354	–	–	0.23%	49
2017 Q1	$169K	Hold	3,354	–	–	0.23%	48
2016 Q4	$166K	Buy	+3,354	New	+$157K	0.23%	51

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 $3.37T AUM 44.26% 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

Legacy Advisors's SEIC Position: Q1 2025 in Review

Legacy Advisors increased its SEI Investments (SEIC) stake by 25% in Q1 2025, buying an estimated $95.4K and bringing the position to 5,980 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #270.

Legacy Advisors first reported a position in SEIC in Q4 2016 and has held it in 15 quarters since. 546 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

Legacy Advisors held 5,980 shares of SEI Investments worth $464K as of Q1 2025.
Legacy Advisors bought 1,187 SEI Investments shares in Q1 2025, an estimated $95.4K.
SEI Investments made up 0.05% of Legacy Advisors's portfolio in Q1 2025, its #270 holding.
Legacy Advisors first reported a position in SEI Investments in Q4 2016 and has held it in 15 quarters since.
546 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.