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Pinnacle Financial Partners (Tennessee)’s SEI Investments SEIC Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
-37,419
Closed -$1.83M – 586
2022
Q3 		$1.83M Buy
+37,419
New +$2.04M 0.07% 197
2017
Q3 		– Sell
-647
Closed -$35K – 420
2017
Q2 		$35K Buy
+647
New +$33.3K 0.01% 364

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

Pinnacle Financial Partners (Tennessee)'s SEIC Position: Q4 2022 in Review

Pinnacle Financial Partners (Tennessee) sold out of SEI Investments (SEIC) in Q4 2022, closing a stake of 37,419 shares — an estimated $1.83M sold.

Pinnacle Financial Partners (Tennessee) first reported a position in SEIC in Q2 2017 and held it in 2 quarters. The position peaked at $1.83M in Q3 2022. 444 funds tracked by Wall St. Rank hold SEIC as of Q4 2022.

  • Pinnacle Financial Partners (Tennessee) reported no remaining SEI Investments position as of Q4 2022 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 37,419 SEI Investments shares in Q4 2022, an estimated $1.83M.
  • Pinnacle Financial Partners (Tennessee) first reported a position in SEI Investments in Q2 2017 and held it in 2 quarters.
  • Pinnacle Financial Partners (Tennessee)'s SEI Investments position peaked at $1.83M in Q3 2022.
  • 444 funds tracked by Wall St. Rank held SEI Investments as of Q4 2022.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q4 2022, filed 3 Feb 2023.