SEI Investments
SIR

SEI Investments’s SELECT INCOME REIT SIR Stock Holding History

SEI Investments’s Portfolio SIR Stock Details SIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-11,011
Closed -$109K – 3777
2018
Q2 		$109K Buy
11,011
+230
+2% +$2.07K ﹤0.01% 2257
2018
Q1 		$92K Buy
10,781
+10,226
+1,843% +$93.4K ﹤0.01% 2163
2017
Q4 		$7K Sell
555
-230
-29% -$2.51K ﹤0.01% 2899
2017
Q3 		$8K Sell
785
-8,599
-92% -$88.2K ﹤0.01% 2756
2017
Q2 		$100K Buy
9,384
+9,154
+3,980% +$100K ﹤0.01% 2068
2017
Q1 		$3K Sell
230
-8,797
-97% -$98.8K ﹤0.01% 2684
2016
Q4 		$100K Buy
9,027
+8,797
+3,825% +$96K ﹤0.01% 1969
2016
Q3 		$3K Hold
230
– – ﹤0.01% 2623
2016
Q2 		$3K Buy
230
+55
+31% +$585 ﹤0.01% 2460
2016
Q1 		$2K Buy
+175
New +$1.55K ﹤0.01% 2404

Other funds holding SIR

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MP
Manikay Partners New York $893M AUM 55.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return