Moody Aldrich Partners’s SEI Investments SEIC Stock Holding History

Moody Aldrich 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
2023 Q1	–	Sell	-16,890	Closed	-$985K	–	176
2022 Q4	$985K	Sell	16,890 -9,427	-36%	-$530K	0.2%	118
2022 Q3	$1.29M	Sell	26,317 -8,536	-24%	-$466K	0.27%	104
2022 Q2	$1.88M	Hold	34,853	–	–	0.37%	84
2022 Q1	$2.1M	Buy	34,853 +8,660	+33%	+$515K	0.3%	82
2021 Q4	$1.6M	Hold	26,193	–	–	0.22%	105
2021 Q3	$1.55M	Buy	26,193 +8,458	+48%	+$516K	0.2%	108
2021 Q2	$1.1M	Hold	17,735	–	–	0.15%	114
2021 Q1	$1.08M	Buy	17,735 +7,330	+70%	+$430K	0.16%	120
2020 Q4	$598K	Buy	+10,405	New	+$568K	0.1%	133
2018 Q3	–	Sell	-3,500	Closed	-$219K	–	114
2018 Q2	$219K	Sell	3,500 -5	-0.1%	-$333	0.08%	94
2018 Q1	$263K	Hold	3,505	–	–	0.17%	82
2017 Q4	$252K	Sell	3,505 -5	-0.1%	-$335	0.2%	84
2017 Q3	$214K	Buy	+3,510	New	+$199K	0.22%	91

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 $3.38T AUM 44.17% 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

Moody Aldrich Partners's SEIC Position: Q1 2023 in Review

Moody Aldrich Partners sold out of SEI Investments (SEIC) in Q1 2023, closing a stake of 16,890 shares — an estimated $985K sold.

Moody Aldrich Partners first reported a position in SEIC in Q3 2017 and held it in 13 quarters. The position peaked at $2.1M in Q1 2022. 442 funds tracked by Wall St. Rank hold SEIC as of Q1 2023.

Moody Aldrich Partners reported no remaining SEI Investments position as of Q1 2023 after selling out during the quarter.
Moody Aldrich Partners sold 16,890 SEI Investments shares in Q1 2023, an estimated $985K.
Moody Aldrich Partners first reported a position in SEI Investments in Q3 2017 and held it in 13 quarters.
Moody Aldrich Partners's SEI Investments position peaked at $2.1M in Q1 2022.
442 funds tracked by Wall St. Rank held SEI Investments as of Q1 2023.

Based on Moody Aldrich Partners's 13F filing for Q1 2023, filed 27 Apr 2023.