Boston Trust Walden’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 | $123M | Buy |
1,369,674
+44,195
| +3% | +$3.97M | 0.88% | 21 |
|
|
2025
Q1 | $103M | Buy |
1,325,479
+19,150
| +1% | +$1.49M | 0.75% | 35 |
|
|
2024
Q4 | $108M | Buy |
1,306,329
+20,020
| +2% | +$1.65M | 0.76% | 32 |
|
|
2024
Q3 | $89M | Sell |
1,286,309
-10,033
| -0.8% | -$694K | 0.62% | 42 |
|
|
2024
Q2 | $83.9M | Sell |
1,296,342
-3,738
| -0.3% | -$242K | 0.62% | 48 |
|
|
2024
Q1 | $93.5M | Sell |
1,300,080
-14,885
| -1% | -$1.07M | 0.67% | 48 |
|
|
2023
Q4 | $83.6M | Buy |
1,314,965
+24,621
| +2% | +$1.56M | 0.63% | 48 |
|
|
2023
Q3 | $77.7M | Sell |
1,290,344
-808
| -0.1% | -$48.7K | 0.65% | 46 |
|
|
2023
Q2 | $77M | Buy |
1,291,152
+34,549
| +3% | +$2.06M | 0.63% | 49 |
|
|
2023
Q1 | $72.3M | Sell |
1,256,603
-9,310
| -0.7% | -$536K | 0.62% | 51 |
|
|
2022
Q4 | $73.8M | Buy |
1,265,913
+80,817
| +7% | +$4.71M | 0.65% | 51 |
|
|
2022
Q3 | $58.1M | Buy |
1,185,096
+13,662
| +1% | +$670K | 0.58% | 54 |
|
|
2022
Q2 | $63.3M | Buy |
1,171,434
+32,104
| +3% | +$1.73M | 0.6% | 51 |
|
|
2022
Q1 | $68.6M | Buy |
1,139,330
+143,693
| +14% | +$8.65M | 0.57% | 53 |
|
|
2021
Q4 | $60.7M | Buy |
995,637
+106,556
| +12% | +$6.49M | 0.49% | 64 |
|
|
2021
Q3 | $52.7M | Buy |
889,081
+34,817
| +4% | +$2.06M | 0.47% | 72 |
|
|
2021
Q2 | $52.9M | Buy |
854,264
+132,922
| +18% | +$8.24M | 0.47% | 64 |
|
|
2021
Q1 | $44M | Buy |
721,342
+114,297
| +19% | +$6.96M | 0.43% | 75 |
|
|
2020
Q4 | $34.9M | Buy |
607,045
+168,130
| +38% | +$9.66M | 0.37% | 91 |
|
|
2020
Q3 | $22.3M | Sell |
438,915
-2,227
| -0.5% | -$113K | 0.28% | 123 |
|
|
2020
Q2 | $24.3M | Buy |
441,142
+37,603
| +9% | +$2.07M | 0.33% | 96 |
|
|
2020
Q1 | $18.7M | Sell |
403,539
-1,237
| -0.3% | -$57.3K | 0.3% | 107 |
|
|
2019
Q4 | $26.5M | Buy |
404,776
+9,672
| +2% | +$633K | 0.31% | 97 |
|
|
2019
Q3 | $23.4M | Buy |
395,104
+28,283
| +8% | +$1.68M | 0.29% | 102 |
|
|
2019
Q2 | $20.6M | Buy |
366,821
+35,283
| +11% | +$1.98M | 0.27% | 112 |
|
|
2019
Q1 | $17.3M | Buy |
331,538
+64,857
| +24% | +$3.39M | 0.24% | 124 |
|
|
2018
Q4 | $12.3M | Buy |
266,681
+85,631
| +47% | +$3.96M | 0.2% | 151 |
|
|
2018
Q3 | $11.1M | Buy |
181,050
+4,252
| +2% | +$260K | 0.15% | 178 |
|
|
2018
Q2 | $11.1M | Buy |
176,798
+10,857
| +7% | +$679K | 0.16% | 178 |
|
|
2018
Q1 | $12.4M | Sell |
165,941
-7
| -0% | -$524 | 0.19% | 153 |
|
|
2017
Q4 | $11.9M | Buy |
165,948
+1,774
| +1% | +$127K | 0.17% | 163 |
|
|
2017
Q3 | $10M | Buy |
164,174
+1,814
| +1% | +$111K | 0.16% | 181 |
|
|
2017
Q2 | $8.73M | Buy |
162,360
+39,392
| +32% | +$2.12M | 0.14% | 181 |
|
|
2017
Q1 | $6.2M | Sell |
122,968
-1,210
| -1% | -$61K | 0.1% | 214 |
|
|
2016
Q4 | $6.13M | Buy |
124,178
+4,206
| +4% | +$208K | 0.1% | 210 |
|
|
2016
Q3 | $5.47M | Sell |
119,972
-1,573
| -1% | -$71.7K | 0.09% | 211 |
|
|
2016
Q2 | $5.85M | Sell |
121,545
-19,772
| -14% | -$951K | 0.1% | 210 |
|
|
2016
Q1 | $6.08M | Sell |
141,317
-35,690
| -20% | -$1.54M | 0.11% | 208 |
|
|
2015
Q4 | $9.28M | Sell |
177,007
-23,925
| -12% | -$1.25M | 0.17% | 178 |
|
|
2015
Q3 | $9.69M | Sell |
200,932
-2,084
| -1% | -$101K | 0.16% | 188 |
|
|
2015
Q2 | $9.95M | Buy |
203,016
+4,029
| +2% | +$198K | 0.15% | 189 |
|
|
2015
Q1 | $8.77M | Sell |
198,987
-6,330
| -3% | -$279K | 0.13% | 188 |
|
|
2014
Q4 | $8.22M | Sell |
205,317
-2,327
| -1% | -$93.2K | 0.12% | 189 |
|
|
2014
Q3 | $7.51M | Sell |
207,644
-2,517
| -1% | -$91K | 0.12% | 189 |
|
|
2014
Q2 | $6.89M | Sell |
210,161
-949
| -0.4% | -$31.1K | 0.1% | 189 |
|
|
2014
Q1 | $7.1M | Sell |
211,110
-104
| -0% | -$3.5K | 0.11% | 189 |
|
|
2013
Q4 | $7.34M | Sell |
211,214
-337
| -0.2% | -$11.7K | 0.11% | 189 |
|
|
2013
Q3 | $6.54M | Buy |
211,551
+1,973
| +0.9% | +$61K | 0.1% | 189 |
|
|
2013
Q2 | $5.96M | Buy |
+209,578
| New | +$5.96M | 0.1% | 188 |
|