SSB
SEIC icon

Sandy Spring Bank’s SEI Investments SEIC Stock Holding History

Sandy Spring Bank’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
Q2 		– Sell
-256
Closed -$18.4K – 1329
2024
Q1 		$18.4K Buy
+256
New +$17K ﹤0.01% 756
2022
Q2 		– Sell
-410
Closed -$25K – 1171
2022
Q1 		$25K Hold
410
– – ﹤0.01% 664
2021
Q4 		$25K Hold
410
– – ﹤0.01% 715
2021
Q3 		$24K Buy
410
+90
+28% +$5.49K ﹤0.01% 727
2021
Q2 		$20K Hold
320
– – ﹤0.01% 782
2021
Q1 		$19K Buy
+320
New +$18.8K ﹤0.01% 690
2020
Q2 		– Sell
-31
Closed -$1K – 950
2020
Q1 		$1K Buy
+31
New +$1.84K ﹤0.01% 877
2016
Q1 		– Sell
-558
Closed -$29K – 967
2015
Q4 		$29K Buy
+558
New +$29K ﹤0.01% 503

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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Sandy Spring Bank's SEIC Position: Q2 2024 in Review

Sandy Spring Bank sold out of SEI Investments (SEIC) in Q2 2024, closing a stake of 256 shares — an estimated $18.4K sold.

Sandy Spring Bank first reported a position in SEIC in Q4 2015 and held it in 8 quarters. The position peaked at $29K in Q4 2015. 493 funds tracked by Wall St. Rank hold SEIC as of Q2 2024.

  • Sandy Spring Bank reported no remaining SEI Investments position as of Q2 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 256 SEI Investments shares in Q2 2024, an estimated $18.4K.
  • Sandy Spring Bank first reported a position in SEI Investments in Q4 2015 and held it in 8 quarters.
  • Sandy Spring Bank's SEI Investments position peaked at $29K in Q4 2015.
  • 493 funds tracked by Wall St. Rank held SEI Investments as of Q2 2024.

Based on Sandy Spring Bank's 13F filing for Q2 2024, filed 6 Aug 2024.