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Weld Capital Management’s SEI Investments SEIC Stock Holding History

Weld 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
2021
Q1 		– Sell
-6,080
Closed -$349K – 523
2020
Q4 		$349K Buy
+6,080
New +$332K 0.14% 245
2020
Q1 		– Sell
-9,512
Closed -$623K – 674
2019
Q4 		$623K Sell
9,512
-29,465
-76% -$1.83M 0.12% 284
2019
Q3 		$2.31M Buy
38,977
+20,882
+115% +$1.21M 0.42% 29
2019
Q2 		$1.01M Buy
+18,095
New +$976K 0.19% 173

Other funds holding SEIC

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Weld Capital Management's SEIC Position: Q1 2021 in Review

Weld Capital Management sold out of SEI Investments (SEIC) in Q1 2021, closing a stake of 6,080 shares — an estimated $349K sold.

Weld Capital Management first reported a position in SEIC in Q2 2019 and held it in 4 quarters. The position peaked at $2.31M in Q3 2019. 443 funds tracked by Wall St. Rank hold SEIC as of Q1 2021.

  • Weld Capital Management reported no remaining SEI Investments position as of Q1 2021 after selling out during the quarter.
  • Weld Capital Management sold 6,080 SEI Investments shares in Q1 2021, an estimated $349K.
  • Weld Capital Management first reported a position in SEI Investments in Q2 2019 and held it in 4 quarters.
  • Weld Capital Management's SEI Investments position peaked at $2.31M in Q3 2019.
  • 443 funds tracked by Wall St. Rank held SEI Investments as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.