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Sanctuary Advisors’s SEI Investments SEIC Stock Holding History

Sanctuary Advisors’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
2026
Q1 		$3.81M Sell
48,609
-453
-0.9% -$37.3K 0.02% 647
2025
Q4 		$4.02M Buy
49,062
+62
+0.1% +$5.1K 0.02% 620
2025
Q3 		$4.16M Buy
49,000
+7,883
+19% +$700K 0.02% 596
2025
Q2 		$3.69M Sell
41,117
-380
-0.9% -$30.6K 0.02% 608
2025
Q1 		$3.22M Sell
41,497
-5,873
-12% -$472K 0.02% 612
2024
Q4 		$4.08M Sell
47,370
-10,471
-18% -$821K 0.03% 577
2024
Q3 		$4.67M Buy
57,841
+16,162
+39% +$1.08M 0.03% 524
2024
Q2 		$2.77M Buy
+41,679
New +$2.8M 0.02% 669

Other funds holding SEIC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return