Pathstone Family Office’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$449K Buy
+7,450
New +$458K ﹤0.01% 1092
2023
Q1
– Sell
-5,208
Closed -$228K – 1351
2022
Q4
$228K Buy
5,208
+447
+9% +$25.1K ﹤0.01% 1039
2022
Q3
$233K Buy
+4,761
New +$260K ﹤0.01% 1038

Other funds holding SEIC

Pathstone Family Office's SEIC Position: Q3 2023 in Review

Pathstone Family Office opened a new position in SEI Investments (SEIC) in Q3 2023: 7,450 shares worth $449K. The stake represents ﹤0.01% of the portfolio and ranks #1092 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in SEIC as recently as Q4 2022.

Pathstone Family Office first reported a position in SEIC in Q3 2022 and has held it in 3 quarters since. 460 funds tracked by Wall St. Rank hold SEIC as of Q3 2023.

  • Pathstone Family Office held 7,450 shares of SEI Investments worth $449K as of Q3 2023.
  • SEI Investments was a new Pathstone Family Office position in Q3 2023.
  • SEI Investments made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1092 holding.
  • Pathstone Family Office first reported a position in SEI Investments in Q3 2022 and has held it in 3 quarters since.
  • 460 funds tracked by Wall St. Rank held SEI Investments as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.