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Tortoise Investment Management’s SEI Investments SEIC Stock Holding History

Tortoise 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
Q4 		– Sell
-3
Closed -$255 – 1225
2025
Q3 		$255 Buy
+3
New +$267 ﹤0.01% 1280
2024
Q3 		– Sell
-129
Closed -$8.35K – 917
2024
Q2 		$8.35K Hold
129
– – ﹤0.01% 654
2024
Q1 		$9.28K Buy
129
+29
+29% +$1.93K ﹤0.01% 638
2023
Q4 		$6.36K Buy
+100
New +$5.83K ﹤0.01% 618

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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 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

Tortoise Investment Management's SEIC Position: Q4 2025 in Review

Tortoise Investment Management sold out of SEI Investments (SEIC) in Q4 2025, closing a stake of 3 shares — an estimated $255 sold.

Tortoise Investment Management first reported a position in SEIC in Q4 2023 and held it in 4 quarters. The position peaked at $9.28K in Q1 2024. 560 funds tracked by Wall St. Rank hold SEIC as of Q4 2025.

  • Tortoise Investment Management reported no remaining SEI Investments position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 3 SEI Investments shares in Q4 2025, an estimated $255.
  • Tortoise Investment Management first reported a position in SEI Investments in Q4 2023 and held it in 4 quarters.
  • Tortoise Investment Management's SEI Investments position peaked at $9.28K in Q1 2024.
  • 560 funds tracked by Wall St. Rank held SEI Investments as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.