SEI Investments’s Information Services Group III Stock Holding History

SEI Investments’s Portfolio III Stock Details III Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$485K	Sell	126,389 -87,092	-41%	-$429K	﹤0.01%	2662
2025 Q4	$1.23M	Buy	+213,481	New	+$1.2M	﹤0.01%	2082
2023 Q4	–	Sell	-22,409	Closed	-$98.2K	–	2643
2023 Q3	$98.2K	Sell	22,409 -103,640	-82%	-$518K	﹤0.01%	2514
2023 Q2	$676K	Sell	126,049 -49,333	-28%	-$256K	﹤0.01%	2024
2023 Q1	$893K	Sell	175,382 -95,890	-35%	-$492K	﹤0.01%	1913
2022 Q4	$1.25M	Sell	271,272 -33,093	-11%	-$167K	﹤0.01%	1678
2022 Q3	$1.45M	Sell	304,365 -19,514	-6%	-$121K	﹤0.01%	1674
2022 Q2	$2.18M	Buy	323,879 +10,748	+3%	+$67.7K	﹤0.01%	1514
2022 Q1	$2.13M	Buy	313,131 +58,598	+23%	+$413K	﹤0.01%	1520
2021 Q4	$1.94M	Buy	254,533 +158,030	+164%	+$1.27M	﹤0.01%	1599
2021 Q3	$693K	Buy	+96,503	New	+$643K	﹤0.01%	1927
2017 Q2	–	Sell	-1,598	Closed	-$5K	–	3177
2017 Q1	$5K	Sell	1,598 -462	-22%	-$1.52K	﹤0.01%	2584
2016 Q4	$7K	Hold	2,060	–	–	﹤0.01%	2536
2016 Q3	$8K	Buy	2,060 +165	+9%	+$638	﹤0.01%	2443
2016 Q2	$7K	Buy	1,895 +331	+21%	+$1.31K	﹤0.01%	2323
2016 Q1	$6K	Buy	1,564 +811	+108%	+$2.78K	﹤0.01%	2261
2015 Q4	$3K	Sell	753 -922	-55%	-$3.4K	﹤0.01%	2339
2015 Q3	$7K	Buy	1,675 +490	+41%	+$2.08K	﹤0.01%	2235
2015 Q2	$6K	Sell	1,185 -109	-8%	-$442	﹤0.01%	1979
2015 Q1	$5K	Buy	1,294 +628	+94%	+$2.53K	﹤0.01%	2015
2014 Q4	$4K	Buy	+666	New	+$2.67K	﹤0.01%	1991

Other funds holding III

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIC

Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

SEI Investments's III Position: Q1 2026 in Review

SEI Investments reduced its Information Services Group (III) stake by 41% in Q1 2026, selling an estimated $429K and leaving 126,389 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #2662.

SEI Investments first reported a position in III in Q4 2014 and has held it in 21 quarters since. The position peaked at $2.18M in Q2 2022. 143 funds tracked by Wall St. Rank hold III as of Q1 2026.

SEI Investments held 126,389 shares of Information Services Group worth $485K as of Q1 2026.
SEI Investments sold 87,092 Information Services Group shares in Q1 2026, an estimated $429K.
Information Services Group made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #2662 holding.
SEI Investments first reported a position in Information Services Group in Q4 2014 and has held it in 21 quarters since.
SEI Investments's Information Services Group position peaked at $2.18M in Q2 2022.
143 funds tracked by Wall St. Rank held Information Services Group as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.