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SEI Investments Company shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of SEI Investments Company (SEIC) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in SEI Investments Company

Tip: Access up to 7 years of quarterly data

All positions including SEI Investments Company held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SEI Investments Company by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $466k 6.5k 71.90
2023-12-31 $412k 6.5k 63.55
2023-09-30 $400k 6.6k 60.23
2023-06-30 $396k 6.6k 59.62
2023-03-31 $382k 6.6k 57.55
2022-12-31 $387k 6.6k 58.30

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Top funds holding SEI Investments Company

Vanguard Group
BlackRock
Loomis, Sayles and
Morgan Stanley
Beutel, Goodman & Company
Bank of America Corporation
Geode Capital Management
Royce & Associates
Btim
Dimensional Fund Advisors
Bank of New York Mellon
Citadel Advisors
First Trust Advisors
Legal & General Group
Northern Trust

View all funds holding SEI Investments Company