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Tandem Investment Advisors’s SEI Investments SEIC Stock Holding History

Tandem Investment Advisors’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
-7,012
Closed -$578K – 85
2024
Q4 		$578K Sell
7,012
-1,975
-22% -$155K 0.02% 55
2024
Q3 		$622K Sell
8,987
-424,091
-98% -$28.3M 0.02% 55
2024
Q2 		$28M Sell
433,078
-288,192
-40% -$19.4M 1.11% 34
2024
Q1 		$51.9M Sell
721,270
-214,207
-23% -$14.2M 2.01% 26
2023
Q4 		$59.5M Sell
935,477
-282,790
-23% -$16.5M 2.38% 24
2023
Q3 		$73.4M Buy
1,218,267
+61,228
+5% +$3.77M 3.1% 10
2023
Q2 		$69M Buy
1,157,039
+66,560
+6% +$3.87M 3.03% 11
2023
Q1 		$62.8M Buy
1,090,479
+98,224
+10% +$5.89M 3.01% 13
2022
Q4 		$57.8M Buy
992,255
+65,740
+7% +$3.7M 2.99% 13
2022
Q3 		$45.4M Buy
926,515
+243,522
+36% +$13.3M 2.59% 15
2022
Q2 		$36.9M Buy
+682,993
New +$38.4M 2.17% 26

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tandem Investment Advisors's SEIC Position: Q1 2025 in Review

Tandem Investment Advisors sold out of SEI Investments (SEIC) in Q1 2025, closing a stake of 7,012 shares — an estimated $578K sold.

Tandem Investment Advisors first reported a position in SEIC in Q2 2022 and held it in 11 quarters. The position peaked at $73.4M in Q3 2023. 546 funds tracked by Wall St. Rank hold SEIC as of Q1 2025.

  • Tandem Investment Advisors reported no remaining SEI Investments position as of Q1 2025 after selling out during the quarter.
  • Tandem Investment Advisors sold 7,012 SEI Investments shares in Q1 2025, an estimated $578K.
  • Tandem Investment Advisors first reported a position in SEI Investments in Q2 2022 and held it in 11 quarters.
  • Tandem Investment Advisors's SEI Investments position peaked at $73.4M in Q3 2023.
  • 546 funds tracked by Wall St. Rank held SEI Investments as of Q1 2025.

Based on Tandem Investment Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.