Brinker Capital Investments’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 | $1.33M | Buy |
14,803
+3,450
| +30% | +$310K | 0.01% | 1028 |
|
|
2025
Q1 | $881K | Sell |
11,353
-2,656
| -19% | -$206K | 0.01% | 1150 |
|
|
2024
Q4 | $1.16M | Buy |
+14,009
| New | +$1.16M | 0.01% | 966 |
|
|
2015
Q1 | – | Sell |
-1,700
| Closed | -$68K | – | 464 |
|
|
2014
Q4 | $68K | Sell |
1,700
-300
| -15% | -$12K | ﹤0.01% | 294 |
|
|
2014
Q3 | $72K | Buy |
+2,000
| New | +$72K | ﹤0.01% | 267 |
|