SEI Investments
XM

SEI Investments’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

SEI Investments’s Portfolio XM Stock Details XM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-27,631
Closed -$287K – 2748
2022
Q4 		$287K Sell
27,631
-342
-1% -$3.58K ﹤0.01% 2206
2022
Q3 		$285K Hold
27,973
– – ﹤0.01% 2329
2022
Q2 		$350K Sell
27,973
-761
-3% -$13.5K ﹤0.01% 2257
2022
Q1 		$820K Sell
28,734
-685
-2% -$19.8K ﹤0.01% 1880
2021
Q4 		$1.04M Buy
29,419
+10,144
+53% +$394K ﹤0.01% 1829
2021
Q3 		$824K Buy
+19,275
New +$815K ﹤0.01% 1864

Other funds holding XM

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SEI Investments's XM Position: Q1 2023 in Review

SEI Investments sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q1 2023, closing a stake of 27,631 shares — an estimated $287K sold.

SEI Investments first reported a position in XM in Q3 2021 and held it in 6 quarters. The position peaked at $1.04M in Q4 2021. 197 funds tracked by Wall St. Rank hold XM as of Q1 2023.

  • SEI Investments reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
  • SEI Investments sold 27,631 Qualtrics International Inc. Class A Common Stock shares in Q1 2023, an estimated $287K.
  • SEI Investments first reported a position in Qualtrics International Inc. Class A Common Stock in Q3 2021 and held it in 6 quarters.
  • SEI Investments's Qualtrics International Inc. Class A Common Stock position peaked at $1.04M in Q4 2021.
  • 197 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q1 2023.

Based on SEI Investments's 13F filing for Q1 2023, filed 12 May 2023.