Tiedemann Advisors’s SEI Investments SEIC Stock Holding History

Tiedemann 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
2023 Q3	$1.12M	Hold	18,521	–	–	0.05%	112
2023 Q2	$1.1M	Hold	18,521	–	–	0.05%	108
2023 Q1	$1.07M	Hold	18,521	–	–	0.05%	108
2022 Q4	$1.09M	Sell	18,521 -200	-1%	-$11.2K	0.05%	112
2022 Q3	$918K	Hold	18,721	–	–	0.06%	118
2022 Q2	$1.01M	Sell	18,721 -1,348	-7%	-$75.9K	0.08%	114
2022 Q1	$1.21M	Buy	20,069 +47	+0.2%	+$2.8K	0.06%	132
2021 Q4	$1.23M	Hold	20,022	–	–	0.06%	126
2021 Q3	$1.19M	Hold	20,022	–	–	0.06%	124
2021 Q2	$1.24M	Sell	20,022 -35	-0.2%	-$2.18K	0.05%	149
2021 Q1	$1.22M	Sell	20,057 -1,100	-5%	-$64.5K	0.05%	144
2020 Q4	$1.22M	Buy	21,157 +1,150	+6%	+$62.8K	0.06%	135
2020 Q3	$1.01M	Sell	20,007 -4	-0%	-$211	0.05%	171
2020 Q2	$1.1M	Buy	20,011 +8	+0%	+$418	0.06%	158
2020 Q1	$927K	Sell	20,003 -39	-0.2%	-$2.32K	0.06%	158
2019 Q4	$1.32M	Buy	20,042 +1,521	+8%	+$94.6K	0.06%	144
2019 Q3	$1.1M	Buy	18,521 +13,817	+294%	+$799K	0.05%	168
2019 Q2	$264K	Sell	4,704 -6,158	-57%	-$332K	0.01%	251
2019 Q1	$567K	Buy	10,862 +1,106	+11%	+$55.4K	0.03%	285
2018 Q4	$454K	Buy	9,756 +5,052	+107%	+$266K	0.02%	299
2018 Q3	$287K	Buy	+4,704	New	+$292K	0.02%	263
2018 Q1	–	Sell	-4,704	Closed	-$339K	–	273
2017 Q4	$339K	Buy	+4,704	New	+$315K	0.03%	181

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 $3.37T AUM 44.26% 1-Year Est. Return

BGC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Tiedemann Advisors's SEIC Position: Q3 2023 in Review

Tiedemann Advisors held its SEI Investments (SEIC) position steady in Q3 2023 at 18,521 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #112.

Tiedemann Advisors first reported a position in SEIC in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.32M in Q4 2019. 460 funds tracked by Wall St. Rank hold SEIC as of Q3 2023.

Tiedemann Advisors held 18,521 shares of SEI Investments worth $1.12M as of Q3 2023.
Tiedemann Advisors left its SEI Investments share count unchanged in Q3 2023.
SEI Investments made up 0.05% of Tiedemann Advisors's portfolio in Q3 2023, its #112 holding.
Tiedemann Advisors first reported a position in SEI Investments in Q4 2017 and has held it in 22 quarters since.
Tiedemann Advisors's SEI Investments position peaked at $1.32M in Q4 2019.
460 funds tracked by Wall St. Rank held SEI Investments as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.