SEI Investments
FBIZ icon

SEI Investments’s First Business Financial Services FBIZ Stock Holding History

SEI Investments’s Portfolio FBIZ Stock Details FBIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-5,072
Closed -$102K – 2508
2019
Q1 		$102K Buy
+5,072
New +$107K ﹤0.01% 2494
2018
Q3 		– Sell
-622
Closed -$16K – 2764
2018
Q2 		$16K Sell
622
-4
-0.6% -$103 ﹤0.01% 2857
2018
Q1 		$16K Sell
626
-8
-1% -$192 ﹤0.01% 2713
2017
Q4 		$14K Buy
634
+355
+127% +$8.03K ﹤0.01% 2700
2017
Q3 		$6K Buy
+279
New +$6.09K ﹤0.01% 2794
2015
Q3 		– Sell
-164
Closed -$4K – 2516
2015
Q2 		$4K Sell
164
-30
-15% -$676 ﹤0.01% 2029
2015
Q1 		$4K Sell
194
-2
-1% -$45 ﹤0.01% 2049
2014
Q4 		$6K Buy
+196
New +$4.43K ﹤0.01% 1931

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return