SIA
SEIC icon

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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return