SEIC SEI INVTS CO

Ownership history in MATHER GROUP, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in SEI INVTS CO (SEIC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 266 -47 -15.0% 0.00% $23K $84.33
2025 Q1 UNCHANGED 313 0% 0.00% $24K $76.71
2024 Q4 UNCHANGED 313 0% 0.00% $26K $81.51
2024 Q3 REDUCED 313 -463 -59.7% 0.00% $22K $67.98
2024 Q2 ADDED 776 +500 +181.2% 0.00% $56K $63.56
2024 Q1 INITIATED 276 0.00% $18K
% of Fund (quarterly)    SEIC price (monthly, adj. close)
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