SEI Investments Company shares owned by Modera Wealth Management
Quarter-by-quarter ownership of SEI Investments Company (SEIC) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in SEI Investments Company
Tip: Access up to 7 years of quarterly data
All positions including SEI Investments Company held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SEI Investments Company by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 73k | 84.85 |
| 2025-06-30 | $6.8M | 76k | 89.86 |
| 2025-03-31 | $6.1M | 79k | 77.63 |
| 2024-12-31 | $6.9M | 83k | 82.48 |
| 2024-09-30 | $5.9M | 86k | 69.19 |
| 2024-06-30 | $5.7M | 88k | 64.69 |
| 2024-03-31 | $6.5M | 91k | 71.90 |
| 2023-12-31 | $5.8M | 92k | 63.55 |
| 2023-09-30 | $6.4M | 106k | 60.23 |
| 2023-06-30 | $6.8M | 115k | 59.62 |
| 2021-12-31 | $202k | 3.3k | 61.08 |