Bessemer Group’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 | $358K | Sell |
3,983
-301
| -7% | -$27.1K | ﹤0.01% | 936 |
|
|
2025
Q1 | $332K | Buy |
4,284
+2,363
| +123% | +$183K | ﹤0.01% | 968 |
|
|
2024
Q4 | $158K | Buy |
1,921
+101
| +6% | +$8.31K | ﹤0.01% | 1121 |
|
|
2024
Q3 | $126K | Buy |
1,820
+1,611
| +771% | +$112K | ﹤0.01% | 1235 |
|
|
2024
Q2 | $14K | Sell |
209
-386
| -65% | -$25.9K | ﹤0.01% | 1447 |
|
|
2024
Q1 | $43K | Buy |
595
+386
| +185% | +$27.9K | ﹤0.01% | 1326 |
|
|
2023
Q4 | $13K | Sell |
209
-853
| -80% | -$53.1K | ﹤0.01% | 1541 |
|
|
2023
Q3 | $64K | Buy |
1,062
+853
| +408% | +$51.4K | ﹤0.01% | 1296 |
|
|
2023
Q2 | $12K | Buy |
209
+79
| +61% | +$4.54K | ﹤0.01% | 1617 |
|
|
2023
Q1 | $7K | Hold |
130
| – | – | ﹤0.01% | 1544 |
|
|
2022
Q4 | $8K | Sell |
130
-1,028
| -89% | -$63.3K | ﹤0.01% | 1478 |
|
|
2022
Q3 | $57K | Buy |
1,158
+1,028
| +791% | +$50.6K | ﹤0.01% | 1146 |
|
|
2022
Q2 | $7K | Hold |
130
| – | – | ﹤0.01% | 1456 |
|
|
2022
Q1 | $8K | Sell |
130
-183
| -58% | -$11.3K | ﹤0.01% | 1436 |
|
|
2021
Q4 | $19K | Hold |
313
| – | – | ﹤0.01% | 1287 |
|
|
2021
Q3 | $19K | Hold |
313
| – | – | ﹤0.01% | 1243 |
|
|
2021
Q2 | $19K | Hold |
313
| – | – | ﹤0.01% | 1242 |
|
|
2021
Q1 | $19K | Buy |
313
+183
| +141% | +$11.1K | ﹤0.01% | 1190 |
|
|
2020
Q4 | $7K | Hold |
130
| – | – | ﹤0.01% | 1342 |
|
|
2020
Q3 | $7K | Hold |
130
| – | – | ﹤0.01% | 1155 |
|
|
2020
Q2 | $7K | Sell |
130
-15
| -10% | -$808 | ﹤0.01% | 1546 |
|
|
2020
Q1 | $7K | Buy |
145
+15
| +12% | +$724 | ﹤0.01% | 1476 |
|
|
2019
Q4 | $9K | Hold |
130
| – | – | ﹤0.01% | 1446 |
|
|
2019
Q3 | $8K | Hold |
130
| – | – | ﹤0.01% | 1504 |
|
|
2019
Q2 | $7K | Hold |
130
| – | – | ﹤0.01% | 1514 |
|
|
2019
Q1 | $7K | Sell |
130
-318
| -71% | -$17.1K | ﹤0.01% | 1552 |
|
|
2018
Q4 | $21K | Buy |
448
+11
| +3% | +$516 | ﹤0.01% | 1505 |
|
|
2018
Q3 | $27K | Buy |
437
+7
| +2% | +$432 | ﹤0.01% | 1392 |
|
|
2018
Q2 | $27K | Buy |
+430
| New | +$27K | ﹤0.01% | 1341 |
|
|
2018
Q1 | – | Sell |
-441
| Closed | -$32K | – | 1778 |
|
|
2017
Q4 | $32K | Buy |
+441
| New | +$32K | ﹤0.01% | 1326 |
|
|
2016
Q2 | – | Sell |
-209
| Closed | -$9K | – | 1436 |
|
|
2016
Q1 | $9K | Buy |
+209
| New | +$9K | ﹤0.01% | 1158 |
|
|
2015
Q3 | – | Sell |
-1,200
| Closed | -$59K | – | 1732 |
|
|
2015
Q2 | $59K | Buy |
+1,200
| New | +$59K | ﹤0.01% | 939 |
|