MFG
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Magnus Financial Group’s SEI Investments SEIC Stock Holding History

Magnus Financial Group’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
2020
Q3 		– Sell
-5,886
Closed -$324K – 579
2020
Q2 		$324K Sell
5,886
-565
-9% -$29.5K 0.04% 314
2020
Q1 		$299K Buy
6,451
+67
+1% +$3.99K 0.04% 280
2019
Q4 		$418K Hold
6,384
– – 0.06% 185
2019
Q3 		$378K Buy
6,384
+136
+2% +$7.86K 0.07% 170
2019
Q2 		$351K Buy
6,248
+129
+2% +$6.96K 0.07% 191
2019
Q1 		$320K Buy
6,119
+276
+5% +$13.8K 0.07% 216
2018
Q4 		$270K Buy
+5,843
New +$308K 0.07% 217

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Magnus Financial Group's SEIC Position: Q3 2020 in Review

Magnus Financial Group sold out of SEI Investments (SEIC) in Q3 2020, closing a stake of 5,886 shares — an estimated $324K sold.

Magnus Financial Group first reported a position in SEIC in Q4 2018 and held it in 7 quarters. The position peaked at $418K in Q4 2019. 428 funds tracked by Wall St. Rank hold SEIC as of Q3 2020.

  • Magnus Financial Group reported no remaining SEI Investments position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 5,886 SEI Investments shares in Q3 2020, an estimated $324K.
  • Magnus Financial Group first reported a position in SEI Investments in Q4 2018 and held it in 7 quarters.
  • Magnus Financial Group's SEI Investments position peaked at $418K in Q4 2019.
  • 428 funds tracked by Wall St. Rank held SEI Investments as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.