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Seldon Capital’s SEI Investments SEIC Stock Holding History

Seldon Capital’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,122
Closed -$65.4K – 215
2022
Q4 		$65.4K Hold
1,122
– – 0.06% 113
2022
Q3 		$55K Hold
1,122
– – 0.04% 128
2022
Q2 		$61K Hold
1,122
– – 0.04% 127
2022
Q1 		$68K Hold
1,122
– – 0.04% 137
2021
Q4 		$68K Buy
+1,122
New +$69.5K 0.04% 141

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Seldon Capital's SEIC Position: Q1 2023 in Review

Seldon Capital sold out of SEI Investments (SEIC) in Q1 2023, closing a stake of 1,122 shares — an estimated $65.4K sold.

Seldon Capital first reported a position in SEIC in Q4 2021 and held it in 5 quarters. The position peaked at $68K in Q1 2022. 442 funds tracked by Wall St. Rank hold SEIC as of Q1 2023.

  • Seldon Capital reported no remaining SEI Investments position as of Q1 2023 after selling out during the quarter.
  • Seldon Capital sold 1,122 SEI Investments shares in Q1 2023, an estimated $65.4K.
  • Seldon Capital first reported a position in SEI Investments in Q4 2021 and held it in 5 quarters.
  • Seldon Capital's SEI Investments position peaked at $68K in Q1 2022.
  • 442 funds tracked by Wall St. Rank held SEI Investments as of Q1 2023.

Based on Seldon Capital's 13F filing for Q1 2023, filed 12 May 2023.