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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return