SIC
SEIC icon

Salem Investment Counselors’s SEI Investments SEIC Stock Holding History

Salem Investment Counselors’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
Q1 		– Sell
-14,608
Closed -$890K – 1094
2021
Q4 		$890K Hold
14,608
– – 0.03% 200
2021
Q3 		$866K Hold
14,608
– – 0.05% 188
2021
Q2 		$905K Buy
+14,608
New +$910K 0.05% 180
2020
Q1 		– Sell
-200
Closed -$13K – 704
2019
Q4 		$13K Buy
+200
New +$12.4K ﹤0.01% 543

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Salem Investment Counselors's SEIC Position: Q1 2022 in Review

Salem Investment Counselors sold out of SEI Investments (SEIC) in Q1 2022, closing a stake of 14,608 shares — an estimated $890K sold.

Salem Investment Counselors first reported a position in SEIC in Q4 2019 and held it in 4 quarters. The position peaked at $905K in Q2 2021. 465 funds tracked by Wall St. Rank hold SEIC as of Q1 2022.

  • Salem Investment Counselors reported no remaining SEI Investments position as of Q1 2022 after selling out during the quarter.
  • Salem Investment Counselors sold 14,608 SEI Investments shares in Q1 2022, an estimated $890K.
  • Salem Investment Counselors first reported a position in SEI Investments in Q4 2019 and held it in 4 quarters.
  • Salem Investment Counselors's SEI Investments position peaked at $905K in Q2 2021.
  • 465 funds tracked by Wall St. Rank held SEI Investments as of Q1 2022.

Based on Salem Investment Counselors's 13F filing for Q1 2022, filed 16 May 2022.