Institutional Owners for SEIC
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
BANK OF MONTREAL /CAN/ COM 101 $7,262,139 113,047 0.00 0.00 -199,487 -63.83 12-31-2023
AMERICAN CENTURY COMPANIES INC COM 102 $7,167,932 112,792 0.00 0.00 -10,884 -8.80 12-31-2023
ALLIANZ ASSET MANAGEMENT GMBH COM 103 $7,102,221 111,758 0.00 0.00 5,337 5.01 12-31-2023
CRESTWOOD ADVISORS GROUP LLC Stock 104 $6,880,940 108,276 0.00 0.00 -116,141 -51.75 12-31-2023
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