Machina Capital’s SEI Investments SEIC Stock Holding History

Machina 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
2025 Q1	–	Sell	-5,003	Closed	-$413K	–	364
2024 Q4	$413K	Buy	+5,003	New	+$392K	0.17%	183
2024 Q1	–	Sell	-5,669	Closed	-$360K	–	332
2023 Q4	$360K	Buy	+5,669	New	+$331K	0.23%	163
2023 Q2	–	Sell	-1,210	Closed	-$69.6K	–	491
2023 Q1	$69.6K	Buy	+1,210	New	+$72.6K	0.06%	296
2019 Q3	–	Sell	-856	Closed	-$48K	–	475
2019 Q2	$48K	Buy	+856	New	+$46.2K	0.02%	412

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 $3.38T AUM 44.17% 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

Machina Capital's SEIC Position: Q1 2025 in Review

Machina Capital sold out of SEI Investments (SEIC) in Q1 2025, closing a stake of 5,003 shares — an estimated $413K sold.

Machina Capital first reported a position in SEIC in Q2 2019 and held it in 4 quarters. The position peaked at $413K in Q4 2024. 547 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

Machina Capital reported no remaining SEI Investments position as of Q1 2025 after selling out during the quarter.
Machina Capital sold 5,003 SEI Investments shares in Q1 2025, an estimated $413K.
Machina Capital first reported a position in SEI Investments in Q2 2019 and held it in 4 quarters.
Machina Capital's SEI Investments position peaked at $413K in Q4 2024.
547 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on Machina Capital's 13F filing for Q1 2025, filed 6 May 2025.