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Marks Group Wealth Management’s SEI Investments SEIC Stock Holding History

Marks Group Wealth Management’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
Q2 		– Sell
-78,792
Closed -$3.65M – 257
2020
Q1 		$3.65M Buy
78,792
+660
+0.8% +$39.3K 0.94% 43
2019
Q4 		$5.12M Buy
+78,132
New +$4.86M 1.01% 14

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marks Group Wealth Management's SEIC Position: Q2 2020 in Review

Marks Group Wealth Management sold out of SEI Investments (SEIC) in Q2 2020, closing a stake of 78,792 shares — an estimated $3.65M sold.

Marks Group Wealth Management first reported a position in SEIC in Q4 2019 and held it in 2 quarters. The position peaked at $5.12M in Q4 2019. 424 funds tracked by Wall St. Rank hold SEIC as of Q2 2020.

  • Marks Group Wealth Management reported no remaining SEI Investments position as of Q2 2020 after selling out during the quarter.
  • Marks Group Wealth Management sold 78,792 SEI Investments shares in Q2 2020, an estimated $3.65M.
  • Marks Group Wealth Management first reported a position in SEI Investments in Q4 2019 and held it in 2 quarters.
  • Marks Group Wealth Management's SEI Investments position peaked at $5.12M in Q4 2019.
  • 424 funds tracked by Wall St. Rank held SEI Investments as of Q2 2020.

Based on Marks Group Wealth Management's 13F filing for Q2 2020, filed 10 Aug 2020.