Catalyst Funds Management’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 | $529K | Buy |
+5,889
| New | +$529K | 0.15% | 188 |
|
|
2025
Q1 | – | Sell |
-6,000
| Closed | -$495K | – | 573 |
|
|
2024
Q4 | $495K | Buy |
6,000
+4,000
| +200% | +$330K | 0.12% | 159 |
|
|
2024
Q3 | $138K | Sell |
2,000
-7,300
| -78% | -$505K | 0.03% | 398 |
|
|
2024
Q2 | $602K | Buy |
9,300
+6,200
| +200% | +$401K | 0.16% | 85 |
|
|
2024
Q1 | $223K | Buy |
+3,100
| New | +$223K | 0.06% | 236 |
|