Vigilant Capital Management’s SEI Investments SEIC Stock Holding History

Vigilant Capital 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
2023 Q1	–	Sell	-67	Closed	-$4K	–	497
2022 Q4	$4K	Hold	67	–	–	﹤0.01%	462
2022 Q3	$3K	Sell	67 -18	-21%	-$983	﹤0.01%	548
2022 Q2	$5K	Sell	85 -8	-9%	-$450	﹤0.01%	528
2022 Q1	$6K	Hold	93	–	–	﹤0.01%	514
2021 Q4	$6K	Hold	93	–	–	﹤0.01%	561
2021 Q3	$6K	Buy	+93	New	+$5.68K	﹤0.01%	624
2018 Q2	–	Sell	-163	Closed	-$12K	–	515
2018 Q1	$12K	Buy	+163	New	+$12.1K	﹤0.01%	347

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 $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vigilant Capital Management's SEIC Position: Q1 2023 in Review

Vigilant Capital Management sold out of SEI Investments (SEIC) in Q1 2023, closing a stake of 67 shares — an estimated $4K sold.

Vigilant Capital Management first reported a position in SEIC in Q1 2018 and held it in 7 quarters. The position peaked at $12K in Q1 2018. 442 funds tracked by Wall St. Rank hold SEIC as of Q1 2023.

Vigilant Capital Management reported no remaining SEI Investments position as of Q1 2023 after selling out during the quarter.
Vigilant Capital Management sold 67 SEI Investments shares in Q1 2023, an estimated $4K.
Vigilant Capital Management first reported a position in SEI Investments in Q1 2018 and held it in 7 quarters.
Vigilant Capital Management's SEI Investments position peaked at $12K in Q1 2018.
442 funds tracked by Wall St. Rank held SEI Investments as of Q1 2023.

Based on Vigilant Capital Management's 13F filing for Q1 2023, filed 1 May 2023.