SEI Investments
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SEI Investments’s NerdWallet NRDS Stock Holding History

SEI Investments’s Portfolio NRDS Stock Details NRDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-22,225
Closed -$360K – 2731
2023
Q1 		$360K Buy
+22,225
New +$335K ﹤0.01% 2264

Other funds holding NRDS

ICM
Innovius Capital Management San Francisco, California $77.9M AUM 61.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SEI Investments's NRDS Position: Q2 2023 in Review

SEI Investments sold out of NerdWallet (NRDS) in Q2 2023, closing a stake of 22,225 shares — an estimated $360K sold.

SEI Investments first reported a position in NRDS in Q1 2023 and held it in 1 quarter. The position peaked at $360K in Q1 2023. 106 funds tracked by Wall St. Rank hold NRDS as of Q2 2023.

  • SEI Investments reported no remaining NerdWallet position as of Q2 2023 after selling out during the quarter.
  • SEI Investments sold 22,225 NerdWallet shares in Q2 2023, an estimated $360K.
  • SEI Investments first reported a position in NerdWallet in Q1 2023 and held it in 1 quarter.
  • SEI Investments's NerdWallet position peaked at $360K in Q1 2023.
  • 106 funds tracked by Wall St. Rank held NerdWallet as of Q2 2023.

Based on SEI Investments's 13F filing for Q2 2023, filed 11 Aug 2023.