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Schechter Investment Advisors’s SEI Investments SEIC Stock Holding History

Schechter Investment 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
2025
Q1 		$1.46M Sell
18,852
-2,482
-12% -$200K 0.12% 170
2024
Q4 		$1.76M Sell
21,334
-753
-3% -$59.1K 0.13% 142
2024
Q3 		$1.53M Sell
22,087
-504
-2% -$33.6K 0.11% 174
2024
Q2 		$1.46M Buy
22,591
+989
+5% +$66.5K 0.11% 177
2024
Q1 		$1.55M Sell
21,602
-421
-2% -$28K 0.12% 166
2023
Q4 		$1.4M Sell
22,023
-738
-3% -$43.1K 0.12% 164
2023
Q3 		$1.37M Buy
22,761
+978
+4% +$60.1K 0.13% 161
2023
Q2 		$1.3M Buy
21,783
+323
+2% +$18.8K 0.12% 198
2023
Q1 		$1.24M Buy
21,460
+1,302
+6% +$78.1K 0.11% 208
2022
Q4 		$1.18M Sell
20,158
-2,305
-10% -$130K 0.11% 240
2022
Q3 		$1.1M Buy
22,463
+110
+0.5% +$6.01K 0.11% 244
2022
Q2 		$1.21M Sell
22,353
-725
-3% -$40.8K 0.12% 222
2022
Q1 		$1.39M Buy
23,078
+312
+1% +$18.6K 0.13% 189
2021
Q4 		$1.39M Buy
+22,766
New +$1.41M 0.13% 209

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schechter Investment Advisors's SEIC Position: Q1 2025 in Review

Schechter Investment Advisors reduced its SEI Investments (SEIC) stake by 12% in Q1 2025, selling an estimated $200K and leaving 18,852 shares worth $1.46M. The position accounts for 0.12% of the portfolio, ranked #170.

Schechter Investment Advisors first reported a position in SEIC in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.76M in Q4 2024. 546 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

  • Schechter Investment Advisors held 18,852 shares of SEI Investments worth $1.46M as of Q1 2025.
  • Schechter Investment Advisors sold 2,482 SEI Investments shares in Q1 2025, an estimated $200K.
  • SEI Investments made up 0.12% of Schechter Investment Advisors's portfolio in Q1 2025, its #170 holding.
  • Schechter Investment Advisors first reported a position in SEI Investments in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's SEI Investments position peaked at $1.76M in Q4 2024.
  • 546 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.