Truepoint Inc’s SEI Investments SEIC Stock Holding History

Truepoint Inc’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
2024 Q1	–	Sell	-6,155	Closed	-$391K	–	222
2023 Q4	$391K	Buy	+6,155	New	+$359K	0.01%	146

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Truepoint Inc's SEIC Position: Q1 2024 in Review

Truepoint Inc sold out of SEI Investments (SEIC) in Q1 2024, closing a stake of 6,155 shares — an estimated $391K sold.

Truepoint Inc first reported a position in SEIC in Q4 2023 and held it in 1 quarter. The position peaked at $391K in Q4 2023. 476 funds tracked by Wall St. Rank hold SEIC as of Q1 2024.

Truepoint Inc reported no remaining SEI Investments position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 6,155 SEI Investments shares in Q1 2024, an estimated $391K.
Truepoint Inc first reported a position in SEI Investments in Q4 2023 and held it in 1 quarter.
Truepoint Inc's SEI Investments position peaked at $391K in Q4 2023.
476 funds tracked by Wall St. Rank held SEI Investments as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.