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Smartleaf Asset Management’s SEI Investments SEIC Stock Holding History

Smartleaf Asset Management’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
2026
Q1 		$24.2K Sell
313
-2
-0.6% -$165 ﹤0.01% 1844
2025
Q4 		$26.2K Buy
315
+26
+9% +$2.14K ﹤0.01% 1887
2025
Q3 		$24.7K Buy
289
+73
+34% +$6.49K ﹤0.01% 1726
2025
Q2 		$19.3K Sell
216
-254
-54% -$20.5K ﹤0.01% 1570
2025
Q1 		$36.2K Buy
470
+31
+7% +$2.49K ﹤0.01% 1314
2024
Q4 		$36.3K Buy
439
+61
+16% +$4.79K ﹤0.01% 1331
2024
Q3 		$26.2K Buy
378
+203
+116% +$13.6K ﹤0.01% 1196
2024
Q2 		$11.3K Buy
175
+3
+2% +$202 ﹤0.01% 1343
2024
Q1 		$12.4K Buy
172
+154
+856% +$10.2K ﹤0.01% 964
2023
Q4 		$1.15K Buy
+18
New +$1.05K ﹤0.01% 1028

Other funds holding SEIC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return