Moisand Fitzgerald Tamayo’s SEI Investments SEIC Stock Holding History

Moisand Fitzgerald Tamayo’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 Q4	–	Sell	-12	Closed	-$723	–	799
2023 Q3	$723	Hold	12	–	–	﹤0.01%	702
2023 Q2	$716	Hold	12	–	–	﹤0.01%	695
2023 Q1	$691	Hold	12	–	–	﹤0.01%	736
2022 Q4	$700	Buy	+12	New	+$675	﹤0.01%	717
2016 Q2	–	Sell	-750	Closed	-$32K	–	172
2016 Q1	$32K	Hold	750	–	–	0.03%	110
2015 Q4	$39K	Buy	+750	New	+$39K	0.03%	98

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo's SEIC Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of SEI Investments (SEIC) in Q4 2023, closing a stake of 12 shares — an estimated $723 sold.

Moisand Fitzgerald Tamayo first reported a position in SEIC in Q4 2015 and held it in 6 quarters. The position peaked at $39K in Q4 2015. 491 funds tracked by Wall St. Rank hold SEIC as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining SEI Investments position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 12 SEI Investments shares in Q4 2023, an estimated $723.
Moisand Fitzgerald Tamayo first reported a position in SEI Investments in Q4 2015 and held it in 6 quarters.
Moisand Fitzgerald Tamayo's SEI Investments position peaked at $39K in Q4 2015.
491 funds tracked by Wall St. Rank held SEI Investments as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.