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Riverview Trust Company’s SEI Investments SEIC Stock Holding History

Riverview Trust Company’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
-249
Closed -$12K – 844
2022
Q3 		$12K Hold
249
– – 0.01% 617
2022
Q2 		$13K Buy
+249
New +$14K 0.01% 584

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

Riverview Trust Company's SEIC Position: Q4 2022 in Review

Riverview Trust Company sold out of SEI Investments (SEIC) in Q4 2022, closing a stake of 249 shares — an estimated $12K sold.

Riverview Trust Company first reported a position in SEIC in Q2 2022 and held it in 2 quarters. The position peaked at $13K in Q2 2022. 444 funds tracked by Wall St. Rank hold SEIC as of Q4 2022.

  • Riverview Trust Company reported no remaining SEI Investments position as of Q4 2022 after selling out during the quarter.
  • Riverview Trust Company sold 249 SEI Investments shares in Q4 2022, an estimated $12K.
  • Riverview Trust Company first reported a position in SEI Investments in Q2 2022 and held it in 2 quarters.
  • Riverview Trust Company's SEI Investments position peaked at $13K in Q2 2022.
  • 444 funds tracked by Wall St. Rank held SEI Investments as of Q4 2022.

Based on Riverview Trust Company's 13F filing for Q4 2022, filed 26 Jan 2023.