McIlrath & Eck’s SEI Investments SEIC Stock Holding History

McIlrath & Eck’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 Q1	–	Sell	-89	Closed	-$5.19K	–	961
2022 Q4	$5.19K	Hold	89	–	–	﹤0.01%	633
2022 Q3	$4K	Hold	89	–	–	﹤0.01%	687
2022 Q2	$5K	Hold	89	–	–	﹤0.01%	627
2022 Q1	$5K	Hold	89	–	–	﹤0.01%	645
2021 Q4	$5K	Hold	89	–	–	﹤0.01%	641
2021 Q3	$5K	Hold	89	–	–	﹤0.01%	629
2021 Q2	$6K	Hold	89	–	–	﹤0.01%	605
2021 Q1	$5K	Hold	89	–	–	﹤0.01%	601
2020 Q4	$5K	Hold	89	–	–	﹤0.01%	536
2020 Q3	$5K	Hold	89	–	–	﹤0.01%	491
2020 Q2	$5K	Hold	89	–	–	﹤0.01%	480
2020 Q1	$4K	Hold	89	–	–	﹤0.01%	490
2019 Q4	$6K	Sell	89 -22	-20%	-$1.37K	﹤0.01%	456
2019 Q3	$7K	Buy	+111	New	+$6.42K	﹤0.01%	417

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 $3.37T AUM 44.26% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 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

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

McIlrath & Eck's SEIC Position: Q1 2023 in Review

McIlrath & Eck sold out of SEI Investments (SEIC) in Q1 2023, closing a stake of 89 shares — an estimated $5.19K sold.

McIlrath & Eck first reported a position in SEIC in Q3 2019 and held it in 14 quarters. The position peaked at $7K in Q3 2019. 442 funds tracked by Wall St. Rank hold SEIC as of Q1 2023.

McIlrath & Eck reported no remaining SEI Investments position as of Q1 2023 after selling out during the quarter.
McIlrath & Eck sold 89 SEI Investments shares in Q1 2023, an estimated $5.19K.
McIlrath & Eck first reported a position in SEI Investments in Q3 2019 and held it in 14 quarters.
McIlrath & Eck's SEI Investments position peaked at $7K in Q3 2019.
442 funds tracked by Wall St. Rank held SEI Investments as of Q1 2023.

Based on McIlrath & Eck's 13F filing for Q1 2023, filed 9 May 2023.