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Northwest & Ethical Investments’s SEI Investments SEIC Stock Holding History

Northwest & Ethical Investments’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
Q4 		– Sell
-58,176
Closed -$2.85M – 423
2022
Q3 		$2.85M Sell
58,176
-1,597
-3% -$87.2K 0.11% 202
2022
Q2 		$3.23M Buy
+59,773
New +$3.36M 0.12% 194

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Northwest & Ethical Investments's SEIC Position: Q4 2022 in Review

Northwest & Ethical Investments sold out of SEI Investments (SEIC) in Q4 2022, closing a stake of 58,176 shares — an estimated $2.85M sold.

Northwest & Ethical Investments first reported a position in SEIC in Q2 2022 and held it in 2 quarters. The position peaked at $3.23M in Q2 2022. 444 funds tracked by Wall St. Rank hold SEIC as of Q4 2022.

  • Northwest & Ethical Investments reported no remaining SEI Investments position as of Q4 2022 after selling out during the quarter.
  • Northwest & Ethical Investments sold 58,176 SEI Investments shares in Q4 2022, an estimated $2.85M.
  • Northwest & Ethical Investments first reported a position in SEI Investments in Q2 2022 and held it in 2 quarters.
  • Northwest & Ethical Investments's SEI Investments position peaked at $3.23M in Q2 2022.
  • 444 funds tracked by Wall St. Rank held SEI Investments as of Q4 2022.

Based on Northwest & Ethical Investments's 13F filing for Q4 2022, filed 9 Jul 2025.