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Steward Financial Group’s SEI Investments SEIC Stock Holding History

Steward Financial Group’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
Q3 		$6K Buy
+104
New +$6.4K ﹤0.01% 568
2022
Q3 		– Sell
-27
Closed -$1K – 1098
2022
Q2 		$1K Buy
+27
New +$1.52K ﹤0.01% 855

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Steward Financial Group's SEIC Position: Q3 2023 in Review

Steward Financial Group opened a new position in SEI Investments (SEIC) in Q3 2023: 104 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #568 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SEIC as recently as Q2 2022.

Steward Financial Group first reported a position in SEIC in Q2 2022 and has held it in 2 quarters since. 459 funds tracked by Wall St. Rank hold SEIC as of Q3 2023.

  • Steward Financial Group held 104 shares of SEI Investments worth $6K as of Q3 2023.
  • SEI Investments was a new Steward Financial Group position in Q3 2023.
  • SEI Investments made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #568 holding.
  • Steward Financial Group first reported a position in SEI Investments in Q2 2022 and has held it in 2 quarters since.
  • 459 funds tracked by Wall St. Rank held SEI Investments as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.