OQS
SEIC icon

Occudo Quantitative Strategies’s SEI Investments SEIC Stock Holding History

Occudo Quantitative Strategies’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
2024
Q4 		– Sell
-3,272
Closed -$226K – 918
2024
Q3 		$226K Buy
+3,272
New +$218K 0.04% 549
2023
Q1 		– Sell
-61,267
Closed -$3.57M – 1171
2022
Q4 		$3.57M Buy
+61,267
New +$3.45M 0.42% 31
2022
Q1 		– Sell
-10,890
Closed -$664K – 1304
2021
Q4 		$664K Sell
10,890
-288
-3% -$17.8K 0.06% 507
2021
Q3 		$663K Buy
+11,178
New +$682K 0.08% 431
2021
Q1 		– Sell
-14,197
Closed -$816K – 908
2020
Q4 		$816K Buy
+14,197
New +$775K 0.26% 95

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Occudo Quantitative Strategies's SEIC Position: Q4 2024 in Review

Occudo Quantitative Strategies sold out of SEI Investments (SEIC) in Q4 2024, closing a stake of 3,272 shares — an estimated $226K sold.

Occudo Quantitative Strategies first reported a position in SEIC in Q4 2020 and held it in 5 quarters. The position peaked at $3.57M in Q4 2022. 540 funds tracked by Wall St. Rank hold SEIC as of Q4 2024.

  • Occudo Quantitative Strategies reported no remaining SEI Investments position as of Q4 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 3,272 SEI Investments shares in Q4 2024, an estimated $226K.
  • Occudo Quantitative Strategies first reported a position in SEI Investments in Q4 2020 and held it in 5 quarters.
  • Occudo Quantitative Strategies's SEI Investments position peaked at $3.57M in Q4 2022.
  • 540 funds tracked by Wall St. Rank held SEI Investments as of Q4 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.