Caprock Group’s SEI Investments SEIC Stock Holding History

Caprock Group’s Portfolio SEIC Stock Details SEIC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$200K	Buy
2025 Q1	$316K	Sell
2024 Q4	$372K	Buy
2024 Q3	$303K	Buy
2024 Q2	$233K	Buy
2024 Q1	$240K	Buy
2023 Q4	$212K	Sell
2023 Q3	$201K	Buy