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SEI Investments Company shares owned by Lakeview Capital Partners

Quarter-by-quarter ownership of SEI Investments Company (SEIC) shares owned by Lakeview Capital Partners from 13F filings

Historical chart of Lakeview Capital Partners investment in SEI Investments Company

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All positions including SEI Investments Company held by Lakeview Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SEI Investments Company by Lakeview Capital Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $207k 2.5k 82.49
2024-06-30 $214k 3.0k 71.90
2024-03-31 $214k 3.0k 71.90
2023-12-31 $210k 3.3k 63.55

More positions owned by Lakeview Capital Partners

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Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Biohaven (BHVN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Managed Portfolio Series Kensington Hedge (KHPI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Listed Fd Tr Shares Core Bd (OVB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Lakeview Capital Partners

Top funds holding SEI Investments Company

Vanguard Group
BlackRock
Loomis, Sayles and
Morgan Stanley
State Street Corporation
Geode Capital Management
Beutel, Goodman & Company
Dimensional Fund Advisors
Invesco
First Trust Advisors
Lord, Abbett & Co
FMR
Caisse de depot et placement du Quebec
Btim
Bank of New York Mellon

View all funds holding SEI Investments Company