首页 SEI投资(usSEIC)-基本信息

SEI投资(usSEIC)-基本信息

日报更新时间:04-20 10:53

周报更新时间:04-18 04:06

行情信息

今开价:62.43

最高价:63.19

成交量:272098.0

昨收价:62.64

最低价:62.43

最新价:62.89

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概要信息

中文名称:SEI投资


英文名称:SEI Investments


行业:金融


简介:SEI Investments Company是一家宾夕法尼亚州的公司,为美国,加拿大,英国,欧洲大陆,以及其他世界各地的企业,金融机构,财务顾问,和超高净值家庭,提供投资处理,投资管理和投资运营的解决方案


电话:1-610-6761000


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SEI Investments Co.通过其子公司,向客户提供财富管理,退休和投资解决方案,资产管理,投资处理外包解决方案,金融服务和投资咨询服务。 SEI Investments Co.通过其子公司,服务对象包括:私人银行,独立财务顾问,机构投资者,投资经理,投资顾问,财富管理机构,公司,退休计划发起人,非营利组织,对冲基金经理,注册投资顾问,独立经纪商 ,财务规划人员,人寿保险代理人,定义福利计划,定额缴款计划,基金会和董事会指定基金。 通过其子公司,SEI Investments公司管理独立的以客户为中心的投资组合。 SEI Investments还通过子公司发起和管理股权,固定收益产品和平衡共同基金。 通过其子公司,SEI Investments公司投资于公共股权和固定收益市场。 SEI Investments采用基础和定量分析,重点是自上而下和自下而上的分析,通过其子公司进行投资。SEI Investments Co.(SEIC)历史百科: 1968年,公司现董事长兼CEO Alfred P. West, Jr.创立公司; 1970年代,SEI为银行信托部门开发了一套自动化的信托和投资会计系统; 1981年3月25日,SEI在纳斯达克首次公开发行(IPO); 1980年代,SEI将现代投资组合理论与综合资产配置模型相结合; 1990年代,SEI为独立费用顾问推出了财富管理运营平台; 1990年代,SEI向美国,加拿大,欧洲,南非和亚洲的机构和个人投资者提供经理人管理人员投资计划(Manager-of-Managers investment programs); 进入21世纪,SEI先后推出: 养老金管理解决方案——将养老金决策与企业融资目标相结合; 全面运营外包(Total Operational Outsourcing)——是投资经理的综合平台,为所有投资类型提供处理; 以客户为目标的投资策略; The SEI Wealth Platform。

交易日期 交易人 职位 类型 交易份额 价格
2019-07-25 McCarthy (Kathryn M) Director Buy 5000 17.65
2019-07-25 McCarthy (Kathryn M) Director Buy 5000 17.65
2019-07-25 McCarthy (Kathryn M) Director Sell 9500 60.90
2019-05-09 Blumenstein (Sarah W) Director Sell 5000 51.96
2019-05-09 Blumenstein (Sarah W) Director Buy 5000 23.86
2019-03-18 Klauder (Paul) Officer Sell 2500 52.89
2019-03-18 Klauder (Paul) Officer Buy 2500 23.86
2019-03-18 Klauder (Paul) Officer Sell 5000 52.89
2019-03-18 Klauder (Paul) Officer Buy 5000 23.86
2019-03-13 Heilig Kathyann Officer Sell 16000 51.50
2019-03-13 Heilig Kathyann Officer Buy 16000 15.77
2019-02-28 West (Alfred P. Jr.) Beneficial Owner of More than 10% Class Sell 116412 53.03
2019-02-27 West (Alfred P. Jr.) Beneficial Owner of More than 10% Class Sell 83588 52.75
2019-02-26 West (Alfred P. Jr.) Beneficial Owner of More than 10% Class Gift 20000 --
2019-02-26 West (Alfred P. Jr.) Beneficial Owner of More than 10% Class Sell 75000 52.61
2019-02-25 West (Alfred P. Jr.) Beneficial Owner of More than 10% Class Sell 25000 52.78
2019-02-24 Withrow (Wayne M) Officer Sell 13715 53.24
2019-02-24 Withrow (Wayne M) Officer Buy 13715 17.65
2019-02-21 Withrow (Wayne M) Officer Buy 13988 17.65
2019-02-21 Withrow (Wayne M) Officer Sell 13988 52.68
2019-02-13 Withrow (Wayne M) Officer Sell 10000 50.50
2019-02-11 Withrow (Wayne M) Officer Buy 10000 17.65
2019-02-05 Withrow (Wayne M) Officer Buy 1500 17.65
2019-02-05 Klauder (Paul) Officer Buy 2584 49.81
2019-02-05 Withrow (Wayne M) Officer Sell 1500 50.11

机构持股
持有者 持有份额 持股比例 份额变化 变化率 报告日期
Northern Trust Corp 1307773 0.86% 18409 1.43% 2019-03-31
Bank of America Corporation 4191825 2.75% 272018 6.94% 2019-03-31
Boston Mgmt & Research (MA ) 4735814 3.14% -- -- 2019-07-31
Atlanta Capital Management Company,LLC 5578258 3.66% 15000 0.27% 2019-03-31
State Street Corporation 6525341 4.28% 791289 13.80% 2019-03-31
BlackRock Fund Advisors 7363958 4.88% -155976 -2.07% 2019-07-31
Vanguard Group Inc 13657895 8.95% -51069 -0.37% 2019-03-31
BlackRock Inc 13785312 9.04% -368010 -2.60% 2019-03-31
Loomis Sayles & Company LP 15818194 10.37% 210457 1.35% 2019-03-31
Vanguard Investments Australia Ltd 3860623 2.56% 641 0.02% 2019-07-31
SSGA Funds Management Inc 2121465 1.40% -400 -0.02% 2019-07-31
Geode Capital Management, LLC 2029497 1.33% -1510759 -42.67% 2019-03-31
DF Dent & Co Inc 1402412 0.92% 49505 3.66% 2019-03-31
Advanced Series Trust 1449898 0.96% -78409 -5.13% 2019-07-31
SPDR State Street Global Advisors 1458891 0.97% -23028 -1.55% 2019-07-31
Parnassus Investments 1590474 1.04% 322254 25.41% 2019-03-31
State Street Global Advisors 1579227 1.05% 571 0.04% 2019-07-31
Columbia Mgmt Investment Advisers, LLC 1695625 1.11% -27967 -1.62% 2019-03-31
Ameriprise Financial Inc 1725725 1.13% -29577 -1.69% 2019-03-31
Fidelity Management & Research Company 1778076 1.18% 4965 0.28% 2019-07-31
BlackRock Asset Management Canada Ltd 15270856 10.01% -151 -- 2019-05-31
Bank of New York Mellon Corp 1845996 1.21% -6120 -0.33% 2018-12-31
American Century Companies Inc 1617782 1.06% -32838 -1.99% 2018-12-31
Nordea Investment Mgmt Bank Demark A/s 1430874 0.93% -352686 -19.77% 2018-12-31
American Century Investment Management, Inc 1548401 1.01% -45044 -2.83% 2019-03-31
Arrowstreet Capital Limited Partnership 1604768 1.04% -18246 -1.12% 2018-09-30
ING Investment Management LLC 1490627 0.97% 384066 34.71% 2018-09-30
BlackRock Institutional Trust Company NA 4360993 2.80% -195517 -4.29% 2018-06-30
Managed Account Advisors LLC 4136534 2.64% 125634 3.13% 2018-06-30
American Capital Management Inc 865448 0.55% 11135 1.30% 2018-06-30
Goldman, Sachs & Co. 1061847 0.68% 74901 7.59% 2018-06-30
State Street Corp 5020049 3.20% -337329 -6.30% 2018-06-30
Columbia Mangmt Investment Advisers, LLC 1769301 1.13% 96082 5.74% 2018-06-30
American Century Inv Mgt Inc 1667151 1.06% 6923 0.42% 2018-06-30
State Street Global Markets, LLC 1514542 0.97% -13420 -0.88% 2018-07-31
Northern Trust Investments N A 1287448 0.82% -3538 -0.27% 2018-06-30
NGAM Advisors LP 1033648 0.65% -15897 -1.51% 2018-03-31
HHG PLC 1134674 0.72% 268000 30.92% 2018-06-30
TIAA-CREF Investment Management LLC 750018 0.47% 125669 20.13% 2018-03-31
AllianceBernstein LP 858216 0.54% 1200 0.14% 2018-03-31
Frontier Capital Management CO Inc 786493 0.50% -133712 -14.53% 2018-03-31
NORGES BANK 1404465 0.89% 133597 10.51% 2017-12-31
USAA Investment Management Company 877413 0.56% 9038 1.04% 2017-09-30
Mellon Capital Management Corporation 794366 0.51% -14582 -1.80% 2017-12-31
Invesco Advisers, Inc 855369 0.54% 3265 0.38% 2017-09-30
Dividend Assets Capital, LLC 767505 0.49% -106952 -12.23% 2017-09-30
Vaughan Nelson Scarbrgh & Mccullough LP 786140 0.50% -92100 -10.49% 2017-09-30
Robeco Investment Management, Inc. 3180924 1.99% -462383 -12.69% 2016-09-30
Wells Capital Management Inc. 2569097 1.61% -967454 -27.36% 2016-09-30
Wellington Management Company LLP 2169964 1.36% 76262 3.64% 2016-09-30
Chartwell Investment Partners, LLC 2121520 1.33% -32920 -1.53% 2016-09-30
Chilton Investment Company 1948015 1.22% -231680 -10.63% 2016-09-30
Columbia Wanger Asset Management LLC 1156735 0.72% -220919 -16.04% 2016-09-30
Loomis Sayles&Co., L.P. 8972887 3.00% 392384349 -- 1999-11-30
Columbia Wanger Asset Management, LLC 9277205 3.00% 405692175 0.10% 1999-11-30
William M. Doran 9734097 3.00% 425672062 0.10% 1999-11-30
The Vanguard Group 10142370 3.00% 443525840 0.10% 1999-11-30
BlackRock, Inc. 10488306 3.00% 458653621 0.10% 1999-11-30
Alfred P. West, Jr. 21909441 3.00% 958099855 0.10% 1999-11-30
共同基金持股
持有者 持有份额 持股比例 份额变化 变化率 报告日期
USAA Growth Fund 705223 0.47% -3717 -0.52% 2019-06-30
SPDR 1458891 0.97% -23028 -1.55% 2019-06-30
Parnassus Mid Cap Fund 1529420 1.01% -61054 -3.84% 2019-06-30
Vanguard Extended Market Index Fund 1756249 1.16% -27631 -1.55% 2019-06-30
Vanguard Mid-Cap Index Fund 3158304 2.09% -161454 -4.86% 2019-06-30
Loomis Sayles Growth Fund 3370007 2.23% 60426 1.83% 2019-06-30
iShares Core S&P Mid-Cap ETF 3757244 2.49% 7250 0.19% 2019-07-30
Vanguard Total Stock Market Index Fund 3799175 2.52% 681 0.02% 2019-06-30
Eaton Vance Atlanta Capital SMID-Cap Fd 4735814 3.14% -- -- 2019-05-31
Vanguard Dividend Appreciation Index Fd 1261388 0.84% 9639 0.77% 2019-06-30
Invesco KBW NASDAQ Fintech ETF 1208177 0.80% 1187656 5787.52% 2019-05-31
iShares Edge MSCI USA Quality Factor ETF 755286 0.50% -- -- 2019-07-30
State Street S&P Mid Cap Index Fund 792567 0.52% -- -- 2019-06-30
Loomis Sayles Large Cap Growth Trust 816482 0.54% -1515 -0.19% 2018-12-31
Vanguard Mid-Cap Growth Index Fund 825795 0.55% -20578 -2.43% 2019-06-30
Loomis Sayles US Growth Equity Fund 827109 0.55% 5981 0.73% 2019-06-30
CTIVP Loomis Sayles Growth Fund 900057 0.60% -- -- 2019-06-30
Vanguard Growth Index Fund 926406 0.61% -30240 -3.16% 2019-06-30
AST Loomis Sayles Large-Cap Growth Port 1055321 0.70% 12489 1.20% 2019-06-30
Fidelity 620501 0.41% 3050 0.49% 2019-05-31
iShares Core MSCI AllCntry Wld exCan ETF 3762121 2.47% -- -- 2019-05-23
iShares Core S&P US Total Market ETF 3760659 2.47% -- -- 2019-05-30
iShares S&P US Mid-Cap ETF 3760659 2.47% -- -- 2019-05-30
iShares S&P US Mid-Cap ETF (CAD-Hedged) 3760659 2.47% -- -- 2019-05-30
American Century Heritage Fund 1131868 0.74% -17078 -1.49% 2018-12-31
iShares S&P Mid-Cap 400 Growth ETF 638707 0.42% -- -- 2019-02-28
EATON VANCE SMALL-CAP FUND 4735814 3.08% -- -- 2018-12-31
MassMutual Select Blue Chip Growth Fund 571830 0.37% 53239 10.27% 2018-12-31
Undrly L&G Pen PMC Diversified 528950 0.34% 528950 -- 2018-09-30
Undrly L&G Diversified Life 528950 0.34% 528950 -- 2018-09-30
AST Loomis Sayles Large Cap Growth Port 1221648 0.78% -23412 -1.88% 2018-07-31
Strategic Advisers 486854 0.31% -- -- 2018-07-31
iShares MSCI USA Quality Factor 479868 0.31% 2019 0.42% 2018-09-12
MassMutual Select Blue Chip Growth R5 491410 0.31% 38578 8.52% 2018-06-30
Fidelity Spartan 591800 0.38% 12814 2.21% 2018-07-31
USAA Growth 794664 0.51% -54598 -6.43% 2018-07-31
Eaton Vance Atlanta Capital SMID-Cap I 5411764 3.45% -- -- 2018-07-31
Loomis Sayles Growth Y 3651520 2.33% -34432 -0.93% 2018-07-31
Vanguard Total Stock Mkt Idx 3565254 2.27% 20966 0.59% 2018-07-31
Vanguard Mid Cap Index I 3376787 2.15% 26645 0.80% 2018-07-31
Vanguard Extended Market Idx Inv 1742061 1.11% 16408 0.95% 2018-07-31
Vanguard Dividend Appreciation ETF 1224983 0.78% 2664 0.22% 2018-07-31
American Century Heritage Inv 1148946 0.73% -- -- 2018-06-30
iShares S&P Mid-Cap 400 Growth 1121672 0.72% -- -- 2018-09-12
Parnassus Mid-Cap 1097545 0.70% -- -- 2018-07-31
Vanguard Growth Index Inv 1001194 0.64% -2373 -0.24% 2018-07-31
VP Loomis Sayles Growth 2 906445 0.58% -11212 -1.22% 2018-07-31
Vanguard Mid-Cap Growth ETF 864315 0.55% 5179 0.60% 2018-07-31
Goldman Sachs Rising Dividend Gr A 505000 0.32% 344030 213.72% 2018-06-30
Northwestern Mutual Ser Focused Apprec 412925 0.26% -12650 -2.97% 2018-03-31
CREF Stock R1 461257 0.29% -27519 -5.63% 2018-03-31
Active Portfolios 481476 0.31% -- -- 2018-01-31
Invesco SmallCapValue A 569200 0.36% -- -- 2017-09-30
Wells Fargo Discovery Admin 814113 0.51% -41900 -4.89% 2016-12-31
Hartford MidCap A 1183045 0.74% 10787 0.92% 2016-12-31
Vanguard Mid Cap Growth Inv 1828715 1.14% -26925 -1.45% 2016-09-30
JHancock Disciplined Value Mid Cap A 1752848 1.10% 29208 1.69% 2016-12-31
VP Loomis Sayles Growth Fund 1480025 0.90% -9812 -0.70% 2015-09-30
AST Marsico Capital Growth 1618652 1.00% -46253 -2.80% 2015-09-30
JHancock Disciplined Value Mid Cap Fund 1820766 1.10% 28146 1.60% 2015-09-30
iShares Core S&P Mid-Cap (AU) 2425454 1.50% 3270 0.10% 2015-11-19
Vanguard Mid Cap Growth 1458190 0.90% 291940 25.00% 2015-09-30
Wells Fargo Advantage Discovery Fund 1418799 0.90% -- -- 2015-09-30
SPDR® S&P MIDCAP 400 ETF 1361835 0.80% 85219 6.70% 2015-09-30
SPDR® S&P Dividend ETF 1016485 0.60% 1220 0.10% 2015-11-19
Hartford MidCap Fund 968411 0.60% 6335 0.70% 2015-09-30
Vanguard Dividend Appreciation Index 953315 0.60% -1685 -0.20% 2015-10-31
Columbia Acorn Fund 2926928 1.80% -2848000 -49.30% 2015-09-30

Alfred P. West Mr. Alfred P. West is a Chairman & Chief Executive Officer at SEI Investments Co., and at SEI Investments Management Corp., a Chairman at SEI Center For Advanced Studies In Management, at SEI Investments Distribution Co., at The American Business Conference, and at WestBridge Community Services, Inc. and a Chairman & Chief Executive Officer at SEI Investments Canada Co. He is on the Board of Directors at University of Pennsylvania and Georgia Tech Foundation, Inc. He founded the SEI Investments Management in 1968. Mr. West received his Bachelor of Science in Aerospace Engineering from the Georgia Institute of Technology and a Master of Business Administration from The Wharton School of the University of Pennsylvania in 1966.
Joseph Paul Ujobai Mr. Joseph P. Ujobai is a Managing Director at SEI Investments (Europe) Ltd. and Executive Vice President & Head-Private Banking at SEI Investments Co. He is on the Board of Directors at FS Investment Corp. Prior to this, Mr. Ujobai had overall responsibility for the start up of SEI's business outside of the United States. From May 1996 to January 1999, he was the Managing Director of SEI Investments, Latin America, based in Buenos Aires, Argentina. Before these international assignments, Mr. Joseph Ujobai worked in SEI's Global Wealth Platform, managing large institutional relationships and has also worked as Senior Vice President of Global Distribution for Kidder Peabody Asset Management, and as Senior Relationship Manager at the IBM Corporation. He graduated from Drexel University.
Sarah W. Blumenstein Sarah W. Blumenstein is on the board of SEI Investments Co. She received an undergraduate degree from Stanford University.
Kathy C. Heilig Currently, Kathy C. Heilig holds the position of Chief Accounting Officer & Controller of SEI Investments Co. She is also on the board of Economy League of Greater Philadelphia.
Mark H. Samuels Mark H. Samuels occupies the position of Chief Marketing Officer & Executive Vice President of SEI Investments Co. He is also on the board of Kimmel Center for the Performing Arts, Inc. In his past career Mr. Samuels occupied the position of Principal at Campbell Soup Co., Principal at E.I. du Pont de Nemours & Co. and Principal at Mrs. Smith's Pie Co. Mark H. Samuels received an undergraduate degree from Villanova University and an MBA from Temple University (Pennsylvania).
William M. Doran Presently, William M. Doran holds the position of Secretary & Director at SEI Investments Co. and Counsel at SEI Investments Global Funds Services (a subsidiary of SEI Investments Co.). Mr. Doran is also on the board of 22 other companies. He previously was Partner at Morgan, Lewis & Bockius LLP.
Carmen Vincent Romeo Carmen Vincent Romeo is on the board of SEI Investments Co., The American University of Rome and LaSalle University. In the past he held the position of President of SEI Investments Management Corp.
Dennis J. McGonigle Currently, Dennis J. McGonigle holds the position of Chief Financial Officer for SEI Investments Co. Mr. McGonigle is also on the board of the University of Scranton, WISDOM Technologies Corp. and Kimberton Waldorf School. In his past career he occupied the position of Senior Auditor at Arthur Andersen LLP. Mr. McGonigle received an undergraduate degree from the University of Scranton.
Kathryn M. McCarthy Kathryn M. McCarthy is on the board of SEI Investments Co. and Rockefeller Trust Co., NA. In the past Ms. McCarthy occupied the position of President at Marujupu LLC, Senior Financial Counselor & Portfolio Manager at Rockefeller & Co., Inc. and Senior Financial Counselor & Portfolio Manager at Rockefeller & Co., Inc.
Stephen Michael Beinhacker Mr. Stephen M. Beinhacker, CFA MBA, is a Managing Director at SEI Investments Management Corp. He was employed as Chief Investment Officer by AllianceBernstein LP, Vice President by Lehman Brothers, Inc., and Quantitative Analyst by Salomon Smith Barney. He received his BS in Mathematics and Computer Science, Summa Cum Laude, from the State University of New York at Binghamton and his MBA in Finance, Summa Cum Laude, from The Leonard N Stern School of Business.
Kathryn M. McCarthy Kathryn M. McCarthy is on the board of SEI Investments Co. and Rockefeller Trust Co., NA. In the past Ms. McCarthy occupied the position of President at Marujupu LLC, Senior Financial Counselor & Portfolio Manager at Rockefeller & Co., Inc. and Senior Financial Counselor & Portfolio Manager at Rockefeller & Co., Inc.
Carl A. Guarino Currently, Carl A. Guarino occupies the position of Chief Executive Officer of WizeHive, Inc. Mr. Guarino is also on the board of SEI Investments Co. In the past Mr. Guarino occupied the position of Executive Vice President at SEI Investments Co. and Chief Executive Officer for Procurian USA, Inc. He received an undergraduate degree from St. Joseph's University and a graduate degree from Harvard University.
Wayne M. Withrow Mr. Wayne M. Withrow, CPA, is an Executive Vice President at SEI Investments Co. He is on the Board of Directors at Advizr, Inc. Mr. Withrow was previously employed as a Principal by Schnader Harrison Segal & Lewis LLP. He also served on the board at PhotoMedex, Inc. He received his undergraduate degree from Villanova University and a graduate degree from Villanova University School of Law.
Dana Grosser Dana Grosser occupies the position of Head-Investor & Media Relations at SEI Investments Co.
Stephen G. Meyer Stephen G. Meyer is on the board of SEI Institutional Transfer Agent, Inc., SEI Private Trust Co. and Malvern Preparatory School and Executive Vice President for SEI Investments Co. He previously occupied the position of Principal at The Vanguard Group, Inc. and Principal at Coopers & Lybrand LLP. He received an undergraduate degree from LaSalle University.
Dana Grosser Dana Grosser occupies the position of Head-Investor & Media Relations at SEI Investments Co.
Kevin Patrick Barr Kevin Patrick Barr is Executive Vice President of SEI Investments Co. In the past Mr. Barr held the position of President & Chief Executive Officer at SEI Investments Distribution Co., Chief Financial Officer & Executive Vice President at Irwin Union Bank (Columbus, Indiana) and Senior Consulting Manager at Deloitte & Touche LLP. He received an undergraduate degree from Cornell University and a graduate degree from Purdue University.
Albert Chiaradonna Mr. Albert Chiaradonna is Senior Vice President-Wealth Platform at SEI Investments Co. Mr. Chiaradonna was previously employed as Chief Executive Officer by Andersen Worldwide. He received his undergraduate degree from Temple University (Pennsylvania) and an MBA from Harvard Business School.
Ryan P. Hicke Ryan P. Hicke is on the board of Greater Philadelphia Alliance for Capital & Technologies and Chief Information Officer & Executive VP at SEI Investments Co. Mr. Hicke received an undergraduate degree from St. Joseph's University.
Paul F. Klauder Paul F. Klauder is Executive Vice P & Head-SEI Institutional Group at SEI Investments Co. He received an undergraduate degree from DeSales University.
Paul F. Klauder Paul F. Klauder is Executive Vice P & Head-SEI Institutional Group at SEI Investments Co. He received an undergraduate degree from DeSales University.
Paul F. Klauder Paul F. Klauder is Executive Vice P & Head-SEI Institutional Group at SEI Investments Co. He received an undergraduate degree from DeSales University.
Sandra Ewing Sandra Ewing is Senior Vice President-Trust 3000 at SEI Investments Co.
Eric Kleinschmidt Currently, Eric Kleinschmidt is Treasurer of City National Rochdale Strategic Credit Fund and Treasurer for City National Rochdale Funds. He is also Director-Fund Accounting at SEI Investments Co.
Michael N. Peterson Michael N. Peterson holds the position of General Counsel, Head-Legal & Compliance at SEI Investments Co. Mr. Peterson is also on the board of The Mills Foundation. In his past career Mr. Peterson held the position of Partner at Reed Smith LLP. Mr. Peterson received a doctorate from Hofstra University and an undergraduate degree from the University of Pennsylvania.
Ted Wozniak Ted Wozniak is Head-Asset Management Distribution at SEI Investments Co.

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