Joel Greenblatt’s SEIC Holdings & Trades

First Buy
Q1 2014
Duration Held
47 Quarters
Largest Add
Q2 2014
+14,365 shares
Current Position
14,555 shares
$1.23 M value

Joel Greenblatt's SEIC Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 14.6K shares of SEI Investments Company (SEIC) worth $1.23 M, representing 0.01% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in SEIC, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2014, adding 14.4K shares. Largest reduction occurred in Q1 2019, reducing 18.5K shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's SEI Investments Company (SEIC) Holding Value Over Time

Track share changes against reported price movement

Quarterly SEI Investments Company (SEIC) Trades by Joel Greenblatt

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2014 +8,721 New Buy 8,721 $33.60
Q2 2014 +14,365 Add 164.72% 23,086 $32.79
Q3 2014 -23,086 Sold Out 23,086 $0.00
Q1 2019 +4,600 New Buy 4,600 $52.17
Q2 2019 -4,600 Sold Out 4,600 $0.00
Q1 2020 +12,099 New Buy 12,099 $46.37
Q2 2020 -8,132 Reduce 67.21% 3,967 $54.95
Q3 2020 +874 Add 22.03% 4,841 $50.82
Q4 2020 -4,841 Sold Out 4,841 $0.00
Q4 2021 +9,173 New Buy 9,173 $60.94
Q1 2022 +5,382 Add 58.67% 14,555 $60.19
Q2 2022 +13,861 Add 95.23% 28,416 $54.02
Q3 2022 -15,493 Reduce 54.52% 12,923 $49.06
Q4 2022 +2,430 Add 18.80% 15,353 $58.30
Q1 2023 +6,667 Add 43.42% 22,020 $57.55
Q2 2023 -941 Reduce 4.27% 21,079 $59.62
Q3 2023 -3,470 Reduce 16.46% 17,609 $60.23
Q4 2023 -3,032 Reduce 17.22% 14,577 $63.55
Q1 2024 -22 Reduce 0.15% 14,555 $71.90

Joel Greenblatt's SEI Investments Company Investment FAQs

Joel Greenblatt first purchased SEI Investments Company (SEIC) in Q1 2014, acquiring 8,721 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held SEI Investments Company (SEIC) for 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's largest addition to SEI Investments Company (SEIC) was in Q2 2014, adding 23,086 shares worth $757,000. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 14,555 shares of SEI Investments Company (SEIC), valued at approximately $1.23 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, SEI Investments Company (SEIC) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's peak holding in SEI Investments Company (SEIC) was 28,416 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.