LMR Partners’s SEI Investments SEIC Stock Holding History

LMR Partners’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 Q4	–	Sell	-10,957	Closed	-$930K	–	1702
2025 Q3	$930K	Hold	10,957	–	–	﹤0.01%	956
2025 Q2	$985K	Buy	+10,957	New	+$883K	0.01%	802
2020 Q4	–	Sell	-8,577	Closed	-$435K	–	614
2020 Q3	$435K	Sell	8,577 -1,514	-15%	-$80K	0.01%	280
2020 Q2	$555K	Buy	+10,091	New	+$527K	0.01%	412
2014 Q4	–	Sell	-57,291	Closed	-$2.07M	–	454
2014 Q3	$2.07M	Buy	+57,291	New	+$2.04M	0.17%	95

Other funds holding SEIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LMR Partners's SEIC Position: Q4 2025 in Review

LMR Partners sold out of SEI Investments (SEIC) in Q4 2025, closing a stake of 10,957 shares — an estimated $930K sold.

LMR Partners first reported a position in SEIC in Q3 2014 and held it in 5 quarters. The position peaked at $2.07M in Q3 2014. 559 funds tracked by Wall St. Rank hold SEIC as of Q4 2025.

LMR Partners reported no remaining SEI Investments position as of Q4 2025 after selling out during the quarter.
LMR Partners sold 10,957 SEI Investments shares in Q4 2025, an estimated $930K.
LMR Partners first reported a position in SEI Investments in Q3 2014 and held it in 5 quarters.
LMR Partners's SEI Investments position peaked at $2.07M in Q3 2014.
559 funds tracked by Wall St. Rank held SEI Investments as of Q4 2025.

Based on LMR Partners's 13F filing for Q4 2025, filed 17 Feb 2026.