Simplicity Solutions’s SEI Investments SEIC Stock Holding History

Simplicity Solutions’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
2020 Q3	–	Sell	-3,970	Closed	-$218K	–	938
2020 Q2	$218K	Buy	+3,970	New	+$208K	﹤0.01%	805
2020 Q1	–	Sell	-3,726	Closed	-$244K	–	880
2019 Q4	$244K	Buy	3,726 +11	+0.3%	+$684	0.01%	737
2019 Q3	$220K	Sell	3,715 -25	-0.7%	-$1.45K	0.01%	660
2019 Q2	$210K	Buy	+3,740	New	+$202K	0.01%	609
2018 Q4	–	Sell	-3,716	Closed	-$227K	–	766
2018 Q3	$227K	Sell	3,716 -383	-9%	-$23.7K	0.01%	489
2018 Q2	$257K	Buy	4,099 +270	+7%	+$18K	0.02%	412
2018 Q1	$287K	Buy	3,829 +663	+21%	+$49.4K	0.02%	289
2017 Q4	$228K	Buy	+3,166	New	+$212K	0.02%	335

Other funds holding SEIC

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Simplicity Solutions's SEIC Position: Q3 2020 in Review

Simplicity Solutions sold out of SEI Investments (SEIC) in Q3 2020, closing a stake of 3,970 shares — an estimated $218K sold.

Simplicity Solutions first reported a position in SEIC in Q4 2017 and held it in 8 quarters. The position peaked at $287K in Q1 2018. 428 funds tracked by Wall St. Rank hold SEIC as of Q3 2020.

Simplicity Solutions reported no remaining SEI Investments position as of Q3 2020 after selling out during the quarter.
Simplicity Solutions sold 3,970 SEI Investments shares in Q3 2020, an estimated $218K.
Simplicity Solutions first reported a position in SEI Investments in Q4 2017 and held it in 8 quarters.
Simplicity Solutions's SEI Investments position peaked at $287K in Q1 2018.
428 funds tracked by Wall St. Rank held SEI Investments as of Q3 2020.

Based on Simplicity Solutions's 13F filing for Q3 2020, filed 4 Nov 2020.