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Sienna Gestion’s SEI Investments SEIC Stock Holding History

Sienna Gestion’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
2025
Q1 		– Sell
-6,658
Closed -$549K – 198
2024
Q4 		$549K Hold
6,658
– – 0.04% 150
2024
Q3 		$460K Hold
6,658
– – 0.03% 181
2024
Q2 		$431K Sell
6,658
-107,390
-94% -$7.22M 0.04% 131
2024
Q1 		$8.2M Buy
+114,048
New +$7.58M 0.7% 47

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
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sienna Gestion's SEIC Position: Q1 2025 in Review

Sienna Gestion sold out of SEI Investments (SEIC) in Q1 2025, closing a stake of 6,658 shares — an estimated $549K sold.

Sienna Gestion first reported a position in SEIC in Q1 2024 and held it in 4 quarters. The position peaked at $8.2M in Q1 2024. 546 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

  • Sienna Gestion reported no remaining SEI Investments position as of Q1 2025 after selling out during the quarter.
  • Sienna Gestion sold 6,658 SEI Investments shares in Q1 2025, an estimated $549K.
  • Sienna Gestion first reported a position in SEI Investments in Q1 2024 and held it in 4 quarters.
  • Sienna Gestion's SEI Investments position peaked at $8.2M in Q1 2024.
  • 546 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on Sienna Gestion's 13F filing for Q1 2025, filed 13 May 2025.