B. Metzler seel. Sohn & Co’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$224K Hold
2024
Q4
$238K Buy
2024
Q2
Sell
2024
Q1
$203K Buy
2021
Q4
Sell
2021
Q3
$461K Sell
2021
Q2
$548K Buy
2021
Q1
$476K Buy
2020
Q4
$283K Buy