Morris Capital Advisors’s SEI Investments SEIC Stock Holding History

Morris Capital Advisors’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
2022 Q3	$1.27M	Hold	25,801	–	–	1.19%	29
2022 Q2	$1.39M	Hold	25,801	–	–	1.24%	29
2022 Q1	$1.55M	Hold	25,801	–	–	1.21%	28
2021 Q4	$1.57M	Hold	25,801	–	–	1.16%	27
2021 Q3	$1.53M	Hold	25,801	–	–	1.21%	28
2021 Q2	$1.6M	Hold	25,801	–	–	1.21%	28
2021 Q1	$1.57M	Hold	25,801	–	–	1.28%	28
2020 Q4	$1.48M	Sell	25,801 -2,220	-8%	-$121K	1.22%	29
2020 Q3	$1.42M	Sell	28,021 -3,011	-10%	-$159K	1.25%	29
2020 Q2	$1.71M	Sell	31,032 -604	-2%	-$31.6K	1.54%	26
2020 Q1	$1.47M	Hold	31,636	–	–	1.57%	26
2019 Q4	$2.07M	Sell	31,636 -260	-0.8%	-$16.2K	1.73%	27
2019 Q3	$1.89M	Sell	31,896 -3,400	-10%	-$197K	1.66%	28
2019 Q2	$1.98M	Hold	35,296	–	–	1.65%	28
2019 Q1	$1.84M	Hold	35,296	–	–	1.44%	28
2018 Q4	$1.63M	Hold	35,296	–	–	1.39%	29
2018 Q3	$2.16M	Hold	35,296	–	–	1.44%	29
2018 Q2	$2.21M	Hold	35,296	–	–	1.55%	29
2018 Q1	$2.64M	Hold	35,296	–	–	1.75%	26
2017 Q4	$2.54M	Sell	35,296 -4,100	-10%	-$275K	1.66%	28
2017 Q3	$2.41M	Hold	39,396	–	–	1.61%	29
2017 Q2	$2.12M	Hold	39,396	–	–	1.5%	29
2017 Q1	$1.99M	Hold	39,396	–	–	1.44%	30
2016 Q4	$1.95M	Hold	39,396	–	–	1.35%	31
2016 Q3	$1.8M	Hold	39,396	–	–	1.12%	31
2016 Q2	$1.9M	Hold	39,396	–	–	1.13%	33
2016 Q1	$1.7M	Hold	39,396	–	–	1.15%	32
2015 Q4	$2.06M	Buy	+39,396	New	+$2.05M	1.44%	30

Other funds holding SEIC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BGC

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

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Morris Capital Advisors's SEIC Position: Q3 2022 in Review

Morris Capital Advisors held its SEI Investments (SEIC) position steady in Q3 2022 at 25,801 shares worth $1.27M. The position accounts for 1.19% of the portfolio, ranked #29.

Morris Capital Advisors first reported a position in SEIC in Q4 2015 and has held it in 28 quarters since. The position peaked at $2.64M in Q1 2018. 432 funds tracked by Wall St. Rank hold SEIC as of Q3 2022.

Morris Capital Advisors held 25,801 shares of SEI Investments worth $1.27M as of Q3 2022.
Morris Capital Advisors left its SEI Investments share count unchanged in Q3 2022.
SEI Investments made up 1.19% of Morris Capital Advisors's portfolio in Q3 2022, its #29 holding.
Morris Capital Advisors first reported a position in SEI Investments in Q4 2015 and has held it in 28 quarters since.
Morris Capital Advisors's SEI Investments position peaked at $2.64M in Q1 2018.
432 funds tracked by Wall St. Rank held SEI Investments as of Q3 2022.

Based on Morris Capital Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.