Zurich Insurance Group’s SEI Investments SEIC Stock Holding History

Zurich Insurance Group’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
2018 Q2	–	Sell	-66,773	Closed	-$5M	–	526
2018 Q1	$5M	Buy	+66,773	New	+$4.97M	0.12%	242
2017 Q4	–	Sell	-25,263	Closed	-$1.54M	–	620
2017 Q3	$1.54M	Sell	25,263 -9,666	-28%	-$549K	0.04%	439
2017 Q2	$1.88M	Sell	34,929 -3,920	-10%	-$202K	0.05%	406
2017 Q1	$1.96M	Buy	+38,849	New	+$1.96M	0.06%	354

Other funds holding SEIC

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Zurich Insurance Group's SEIC Position: Q2 2018 in Review

Zurich Insurance Group sold out of SEI Investments (SEIC) in Q2 2018, closing a stake of 66,773 shares — an estimated $5M sold.

Zurich Insurance Group first reported a position in SEIC in Q1 2017 and held it in 4 quarters. The position peaked at $5M in Q1 2018. 430 funds tracked by Wall St. Rank hold SEIC as of Q2 2018.

Zurich Insurance Group reported no remaining SEI Investments position as of Q2 2018 after selling out during the quarter.
Zurich Insurance Group sold 66,773 SEI Investments shares in Q2 2018, an estimated $5M.
Zurich Insurance Group first reported a position in SEI Investments in Q1 2017 and held it in 4 quarters.
Zurich Insurance Group's SEI Investments position peaked at $5M in Q1 2018.
430 funds tracked by Wall St. Rank held SEI Investments as of Q2 2018.

Based on Zurich Insurance Group's 13F filing for Q2 2018, filed 14 Aug 2018.