Lumature Wealth Partners’s SEI Investments SEIC Stock Holding History

Lumature Wealth 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
2023 Q2	$149K	Hold	2,500	–	–	0.09%	170
2023 Q1	$144K	Hold	2,500	–	–	0.08%	170
2022 Q4	$146K	Hold	2,500	–	–	0.08%	168
2022 Q3	$123K	Hold	2,500	–	–	0.07%	185
2022 Q2	$135K	Hold	2,500	–	–	0.06%	195
2022 Q1	$151K	Hold	2,500	–	–	0.06%	193
2021 Q4	$152K	Hold	2,500	–	–	0.06%	156
2021 Q3	$148K	Hold	2,500	–	–	0.06%	155
2021 Q2	$155K	Hold	2,500	–	–	0.06%	156
2021 Q1	$152K	Buy	+2,500	New	+$146K	0.08%	144

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

BGC

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

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Lumature Wealth Partners's SEIC Position: Q2 2023 in Review

Lumature Wealth Partners held its SEI Investments (SEIC) position steady in Q2 2023 at 2,500 shares worth $149K. The position accounts for 0.09% of the portfolio, ranked #170.

Lumature Wealth Partners first reported a position in SEIC in Q1 2021 and has held it in 10 quarters since. The position peaked at $155K in Q2 2021. 458 funds tracked by Wall St. Rank hold SEIC as of Q2 2023.

Lumature Wealth Partners held 2,500 shares of SEI Investments worth $149K as of Q2 2023.
Lumature Wealth Partners left its SEI Investments share count unchanged in Q2 2023.
SEI Investments made up 0.09% of Lumature Wealth Partners's portfolio in Q2 2023, its #170 holding.
Lumature Wealth Partners first reported a position in SEI Investments in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's SEI Investments position peaked at $155K in Q2 2021.
458 funds tracked by Wall St. Rank held SEI Investments as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.