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Synergy Investment Management’s SEI Investments SEIC Stock Holding History

Synergy Investment 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
Q1 		– Sell
-39
Closed -$3.18K – 658
2024
Q4 		$3.18K Buy
+39
New +$3.06K ﹤0.01% 528

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
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Synergy Investment Management's SEIC Position: Q1 2025 in Review

Synergy Investment Management sold out of SEI Investments (SEIC) in Q1 2025, closing a stake of 39 shares — an estimated $3.18K sold.

Synergy Investment Management first reported a position in SEIC in Q4 2024 and held it in 1 quarter. The position peaked at $3.18K in Q4 2024. 546 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

  • Synergy Investment Management reported no remaining SEI Investments position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 39 SEI Investments shares in Q1 2025, an estimated $3.18K.
  • Synergy Investment Management first reported a position in SEI Investments in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's SEI Investments position peaked at $3.18K in Q4 2024.
  • 546 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.