AlTi Global’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,991
| Closed | -$1.47M | – | 436 |
|
|
2025
Q1 | $1.47M | Sell |
18,991
-8,480
| -31% | -$658K | 0.04% | 172 |
|
|
2024
Q4 | $2.28M | Buy |
27,471
+8,470
| +45% | +$703K | 0.06% | 137 |
|
|
2024
Q3 | $1.31M | Buy |
19,001
+480
| +3% | +$33.2K | 0.03% | 186 |
|
|
2024
Q2 | $1.2M | Hold |
18,521
| – | – | 0.03% | 193 |
|
|
2024
Q1 | $1.33M | Hold |
18,521
| – | – | 0.04% | 181 |
|
|
2023
Q4 | $1.19M | Buy |
+18,521
| New | +$1.19M | 0.04% | 170 |
|