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Metis Global Partners’s SEI Investments SEIC Stock Holding History

Metis Global 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
2025
Q2 		– Sell
-7,728
Closed -$600K – 805
2025
Q1 		$600K Buy
7,728
+933
+14% +$75K 0.02% 559
2024
Q4 		$560K Buy
6,795
+226
+3% +$17.7K 0.02% 554
2024
Q3 		$455K Buy
6,569
+614
+10% +$41K 0.01% 594
2024
Q2 		$385K Buy
5,955
+306
+5% +$20.6K 0.01% 601
2024
Q1 		$406K Buy
5,649
+65
+1% +$4.32K 0.01% 601
2023
Q4 		$355K Buy
5,584
+231
+4% +$13.5K 0.01% 618
2023
Q3 		$322K Sell
5,353
-57
-1% -$3.5K 0.02% 619
2023
Q2 		$323K Buy
5,410
+1,138
+27% +$66.2K 0.02% 607
2023
Q1 		$246K Buy
+4,272
New +$256K 0.02% 607

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Metis Global Partners's SEIC Position: Q2 2025 in Review

Metis Global Partners sold out of SEI Investments (SEIC) in Q2 2025, closing a stake of 7,728 shares — an estimated $600K sold.

Metis Global Partners first reported a position in SEIC in Q1 2023 and held it in 9 quarters. The position peaked at $600K in Q1 2025. 564 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.

  • Metis Global Partners reported no remaining SEI Investments position as of Q2 2025 after selling out during the quarter.
  • Metis Global Partners sold 7,728 SEI Investments shares in Q2 2025, an estimated $600K.
  • Metis Global Partners first reported a position in SEI Investments in Q1 2023 and held it in 9 quarters.
  • Metis Global Partners's SEI Investments position peaked at $600K in Q1 2025.
  • 564 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.

Based on Metis Global Partners's 13F filing for Q2 2025, filed 6 Aug 2025.