Sumitomo Mitsui DS Asset Management’s SEI Investments SEIC Stock Holding History

Sumitomo Mitsui DS 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
2025 Q2	–	Sell	-12,553	Closed	-$974K	–	777
2025 Q1	$974K	Buy	12,553 +4,701	+60%	+$378K	0.01%	630
2024 Q4	$648K	Hold	7,852	–	–	0.01%	682
2024 Q3	$543K	Hold	7,852	–	–	0.01%	693
2024 Q2	$508K	Buy	7,852 +20	+0.3%	+$1.34K	0.01%	689
2024 Q1	$563K	Sell	7,832 -71	-0.9%	-$4.72K	0.01%	674
2023 Q4	$502K	Hold	7,903	–	–	0.01%	710
2023 Q3	$476K	Sell	7,903 -28	-0.4%	-$1.72K	0.01%	687
2023 Q2	$473K	Hold	7,931	–	–	0.01%	685
2023 Q1	$456K	Hold	7,931	–	–	0.01%	679
2022 Q4	$462K	Buy	7,931 +2,069	+35%	+$116K	0.01%	666
2022 Q3	$288K	Buy	5,862 +73	+1%	+$3.99K	0.01%	709
2022 Q2	$313K	Hold	5,789	–	–	0.01%	705
2022 Q1	$349K	Sell	5,789 -95	-2%	-$5.65K	0.01%	706
2021 Q4	$358K	Sell	5,884 -45	-0.8%	-$2.79K	0.01%	716
2021 Q3	$351K	Sell	5,929 -44	-0.7%	-$2.69K	0.01%	695
2021 Q2	$370K	Hold	5,973	–	–	0.01%	702
2021 Q1	$363K	Buy	5,973 +57	+1%	+$3.34K	0.01%	682
2020 Q4	$339K	Sell	5,916 -57	-1%	-$3.11K	0.01%	680
2020 Q3	$302K	Hold	5,973	–	–	0.01%	658
2020 Q2	$328K	Sell	5,973 -93	-2%	-$4.86K	0.01%	639
2020 Q1	$281K	Sell	6,066 -2,035	-25%	-$121K	0.01%	612
2019 Q4	$530K	Buy	8,101 +1,793	+28%	+$111K	0.02%	583
2019 Q3	$373K	Hold	6,308	–	–	0.01%	607
2019 Q2	$353K	Sell	6,308 -2,054	-25%	-$111K	0.01%	610
2019 Q1	$436K	Hold	8,362	–	–	0.01%	703
2018 Q4	$386K	Hold	8,362	–	–	0.01%	687
2018 Q3	$510K	Hold	8,362	–	–	0.01%	686
2018 Q2	$522K	Hold	8,362	–	–	0.01%	677
2018 Q1	$626K	Sell	8,362 -206	-2%	-$15.3K	0.01%	634
2017 Q4	$615K	Sell	8,568 -1,441	-14%	-$96.5K	0.01%	660
2017 Q3	$611K	Buy	10,009 +68	+0.7%	+$3.86K	0.01%	619
2017 Q2	$534K	Sell	9,941 -1,065	-10%	-$54.9K	0.01%	656
2017 Q1	$555K	Buy	11,006 +904	+9%	+$45.6K	0.01%	648
2016 Q4	$498K	Hold	10,102	–	–	0.01%	640
2016 Q3	$460K	Sell	10,102 -237	-2%	-$11.1K	0.01%	639
2016 Q2	$497K	Buy	10,339 +270	+3%	+$13K	0.02%	596
2016 Q1	$433K	Buy	10,069 +1,276	+15%	+$52.3K	0.01%	626
2015 Q4	$460K	Sell	8,793 -1,069	-11%	-$55.7K	0.02%	606
2015 Q3	$475K	Hold	9,862	–	–	0.02%	601
2015 Q2	$483K	Hold	9,862	–	–	0.02%	639
2015 Q1	$434K	Sell	9,862 -798	-7%	-$33.5K	0.01%	644
2014 Q4	$426K	Sell	10,660 -2,085	-16%	-$79.9K	0.01%	659
2014 Q3	$460K	Sell	12,745 -2,382	-16%	-$84.9K	0.01%	662
2014 Q2	$495K	Sell	15,127 -450	-3%	-$14.5K	0.01%	678
2014 Q1	$523K	Buy	15,577 +317	+2%	+$10.8K	0.02%	683
2013 Q4	$529K	Sell	15,260 -3,902	-20%	-$130K	0.02%	680
2013 Q3	$592K	Buy	19,162 +25	+0.1%	+$770	0.02%	644
2013 Q2	$544K	Buy	+19,137	New	+$555K	0.02%	661

Other funds holding SEIC

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's SEIC Position: Q2 2025 in Review

Sumitomo Mitsui DS Asset Management sold out of SEI Investments (SEIC) in Q2 2025, closing a stake of 12,553 shares — an estimated $974K sold.

Sumitomo Mitsui DS Asset Management first reported a position in SEIC in Q2 2013 and held it in 48 quarters. The position peaked at $974K in Q1 2025. 564 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.

Sumitomo Mitsui DS Asset Management reported no remaining SEI Investments position as of Q2 2025 after selling out during the quarter.
Sumitomo Mitsui DS Asset Management sold 12,553 SEI Investments shares in Q2 2025, an estimated $974K.
Sumitomo Mitsui DS Asset Management first reported a position in SEI Investments in Q2 2013 and held it in 48 quarters.
Sumitomo Mitsui DS Asset Management's SEI Investments position peaked at $974K in Q1 2025.
564 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.