YIH
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Y-Intercept (HK)’s SEI Investments SEIC Stock Holding History

Y-Intercept (HK)’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
2026
Q2 		$321K Sell
3,658
-42,543
-92% -$3.71M 0.01% 1448
2026
Q1 		$3.63M Buy
+46,201
New +$3.8M 0.07% 451
2025
Q4 		– Sell
-37,115
Closed -$3.15M – 1945
2025
Q3 		$3.15M Buy
37,115
+33,530
+935% +$2.98M 0.08% 385
2025
Q2 		$322K Buy
+3,585
New +$289K 0.01% 1340
2024
Q1 		– Sell
-3,368
Closed -$214K – 1718
2023
Q4 		$214K Sell
3,368
-16,426
-83% -$958K 0.02% 980
2023
Q3 		$1.19M Sell
19,794
-2,025
-9% -$125K 0.12% 259
2023
Q2 		$1.3M Buy
21,819
+5,653
+35% +$329K 0.14% 204
2023
Q1 		$930K Buy
16,166
+439
+3% +$26.3K 0.11% 277
2022
Q4 		$917K Buy
+15,727
New +$884K 0.14% 221
2022
Q3 		– Sell
-3,929
Closed -$212K – 1236
2022
Q2 		$212K Buy
+3,929
New +$221K 0.03% 664
2022
Q1 		– Sell
-5,581
Closed -$340K – 925
2021
Q4 		$340K Buy
5,581
+600
+12% +$37.2K 0.08% 357
2021
Q3 		$295K Sell
4,981
-567
-10% -$34.6K 0.05% 468
2021
Q2 		$344K Buy
+5,548
New +$346K 0.09% 368

Other funds holding SEIC

TWM
Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
HIP
Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return