PCM
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Prelude Capital Management’s SEI Investments SEIC Stock Holding History

Prelude Capital Management’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
-6,996
Closed -$484K – 1521
2024
Q3 		$484K Buy
6,996
+83
+1% +$5.54K 0.03% 645
2024
Q2 		$447K Buy
6,913
+1,244
+22% +$83.6K 0.03% 589
2024
Q1 		$408K Buy
+5,669
New +$377K 0.02% 728
2022
Q3 		– Sell
-6,613
Closed -$357K – 1871
2022
Q2 		$357K Buy
+6,613
New +$372K 0.01% 980
2022
Q1 		– Sell
-7,242
Closed -$441K – 2174
2021
Q4 		$441K Buy
+7,242
New +$449K 0.01% 1092
2021
Q1 		– Sell
-5,029
Closed -$289K – 1783
2020
Q4 		$289K Buy
+5,029
New +$275K 0.01% 927
2020
Q3 		– Sell
-2,008
Closed -$110K – 2280
2020
Q2 		$110K Buy
+2,008
New +$105K 0.01% 922
2020
Q1 		– Sell
-22
Closed -$1K – 1972
2019
Q4 		$1K Buy
+22
New +$1.37K ﹤0.01% 1853
2019
Q1 		– Sell
-244
Closed -$11K – 2122
2018
Q4 		$11K Buy
244
+121
+98% +$6.37K ﹤0.01% 1360
2018
Q3 		$8K Buy
+123
New +$7.63K ﹤0.01% 1546
2015
Q4 		– Sell
-620
Closed -$30K – 1655
2015
Q3 		$30K Buy
+620
New +$31.6K ﹤0.01% 1173

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

Prelude Capital Management's SEIC Position: Q4 2024 in Review

Prelude Capital Management sold out of SEI Investments (SEIC) in Q4 2024, closing a stake of 6,996 shares — an estimated $484K sold.

Prelude Capital Management first reported a position in SEIC in Q3 2015 and held it in 11 quarters. The position peaked at $484K in Q3 2024. 540 funds tracked by Wall St. Rank hold SEIC as of Q4 2024.

  • Prelude Capital Management reported no remaining SEI Investments position as of Q4 2024 after selling out during the quarter.
  • Prelude Capital Management sold 6,996 SEI Investments shares in Q4 2024, an estimated $484K.
  • Prelude Capital Management first reported a position in SEI Investments in Q3 2015 and held it in 11 quarters.
  • Prelude Capital Management's SEI Investments position peaked at $484K in Q3 2024.
  • 540 funds tracked by Wall St. Rank held SEI Investments as of Q4 2024.

Based on Prelude Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.