UCI
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Uncommon Cents Investing’s SEI Investments SEIC Stock Holding History

Uncommon Cents Investing’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
Q4 		– Sell
-615
Closed -$42.6K – 386
2024
Q3 		$42.6K Buy
+615
New +$41.1K 0.01% 262

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Uncommon Cents Investing's SEIC Position: Q4 2024 in Review

Uncommon Cents Investing sold out of SEI Investments (SEIC) in Q4 2024, closing a stake of 615 shares — an estimated $42.6K sold.

Uncommon Cents Investing first reported a position in SEIC in Q3 2024 and held it in 1 quarter. The position peaked at $42.6K in Q3 2024. 540 funds tracked by Wall St. Rank hold SEIC as of Q4 2024.

  • Uncommon Cents Investing reported no remaining SEI Investments position as of Q4 2024 after selling out during the quarter.
  • Uncommon Cents Investing sold 615 SEI Investments shares in Q4 2024, an estimated $42.6K.
  • Uncommon Cents Investing first reported a position in SEI Investments in Q3 2024 and held it in 1 quarter.
  • Uncommon Cents Investing's SEI Investments position peaked at $42.6K in Q3 2024.
  • 540 funds tracked by Wall St. Rank held SEI Investments as of Q4 2024.

Based on Uncommon Cents Investing's 13F filing for Q4 2024, filed 16 Jan 2025.