Olympiad Research’s SEI Investments SEIC Stock Holding History

Olympiad Research’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
2025 Q2	–	Sell	-2,984	Closed	-$232K	–	277
2025 Q1	$232K	Buy	+2,984	New	+$240K	0.27%	143
2024 Q4	–	Sell	-6,443	Closed	-$446K	–	394
2024 Q3	$446K	Sell	6,443 -565	-8%	-$37.7K	0.29%	106
2024 Q2	$453K	Buy	7,008 +2,175	+45%	+$146K	0.33%	70
2024 Q1	$347K	Buy	+4,833	New	+$321K	0.23%	158
2022 Q1	–	Sell	-4,161	Closed	-$254K	–	380
2021 Q4	$254K	Buy	+4,161	New	+$258K	0.09%	193
2020 Q2	–	Sell	-4,322	Closed	-$200K	–	391
2020 Q1	$200K	Buy	4,322 +1,135	+36%	+$67.5K	0.2%	206
2019 Q4	$209K	Buy	+3,187	New	+$198K	0.16%	210

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 $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Olympiad Research's SEIC Position: Q2 2025 in Review

Olympiad Research sold out of SEI Investments (SEIC) in Q2 2025, closing a stake of 2,984 shares — an estimated $232K sold.

Olympiad Research first reported a position in SEIC in Q4 2019 and held it in 7 quarters. The position peaked at $453K in Q2 2024. 563 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.

Olympiad Research reported no remaining SEI Investments position as of Q2 2025 after selling out during the quarter.
Olympiad Research sold 2,984 SEI Investments shares in Q2 2025, an estimated $232K.
Olympiad Research first reported a position in SEI Investments in Q4 2019 and held it in 7 quarters.
Olympiad Research's SEI Investments position peaked at $453K in Q2 2024.
563 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.

Based on Olympiad Research's 13F filing for Q2 2025, filed 8 Aug 2025.