Cerity Partners’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 | $7.41M | Buy |
82,433
+63,150
| +327% | +$5.67M | 0.01% | 647 |
|
|
2025
Q1 | $1.5M | Sell |
19,283
-3,011
| -14% | -$234K | ﹤0.01% | 1244 |
|
|
2024
Q4 | $1.8M | Buy |
22,294
+7,938
| +55% | +$640K | ﹤0.01% | 1156 |
|
|
2024
Q3 | $993K | Sell |
14,356
-67
| -0.5% | -$4.64K | ﹤0.01% | 1394 |
|
|
2024
Q2 | $933K | Buy |
14,423
+484
| +3% | +$31.3K | ﹤0.01% | 1254 |
|
|
2024
Q1 | $1M | Buy |
13,939
+3,200
| +30% | +$230K | ﹤0.01% | 1277 |
|
|
2023
Q4 | $682K | Buy |
10,739
+420
| +4% | +$26.7K | ﹤0.01% | 1131 |
|
|
2023
Q3 | $622K | Sell |
10,319
-373
| -3% | -$22.5K | ﹤0.01% | 894 |
|
|
2023
Q2 | $638K | Buy |
10,692
+10
| +0.1% | +$596 | ﹤0.01% | 1086 |
|
|
2023
Q1 | $615K | Buy |
10,682
+95
| +0.9% | +$5.47K | ﹤0.01% | 1194 |
|
|
2022
Q4 | $617K | Buy |
+10,587
| New | +$617K | ﹤0.01% | 849 |
|