Nilsine Partners’s SEI Investments SEIC Stock Holding History

Nilsine 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
2026 Q1	$615K	Sell	6,749 -503	-7%	-$41.4K	0.05%	260
2025 Q4	$595K	Sell	7,252 -5	-0.1%	-$411	0.05%	254
2025 Q3	$616K	Sell	7,257 -263	-3%	-$23.4K	0.06%	256
2025 Q2	$676K	Sell	7,520 -59	-0.8%	-$4.75K	0.07%	231
2025 Q1	$588K	Sell	7,579 -897	-11%	-$72.1K	0.06%	221
2024 Q4	$699K	Sell	8,476 -25	-0.3%	-$1.96K	0.07%	216
2024 Q3	$588K	Sell	8,501 -504	-6%	-$33.6K	0.08%	215
2024 Q2	$583K	Sell	9,005 -4	-0%	-$269	0.08%	218
2024 Q1	$648K	Sell	9,009 -2,744	-23%	-$182K	0.09%	206
2023 Q4	$747K	Sell	11,753 -6,011	-34%	-$351K	0.11%	189
2023 Q3	$1.07M	Sell	17,764 -2,013	-10%	-$124K	0.16%	157
2023 Q2	$1.18M	Buy	19,777 +50	+0.3%	+$2.91K	0.17%	149
2023 Q1	$1.14M	Buy	+19,727	New	+$1.18M	0.18%	151

Other funds holding SEIC

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

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

Lord, Abbett & Co

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return