Convergence Investment 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 | $1.79M | Sell |
19,923
-4,472
| -18% | -$402K | 0.45% | 68 |
|
|
2025
Q1 | $1.89M | Sell |
24,395
-4,455
| -15% | -$346K | 0.52% | 54 |
|
|
2024
Q4 | $2.38M | Buy |
28,850
+10,120
| +54% | +$835K | 0.53% | 54 |
|
|
2024
Q3 | $1.3M | Buy |
18,730
+459
| +3% | +$31.8K | 0.35% | 95 |
|
|
2024
Q2 | $1.18M | Buy |
18,271
+12,602
| +222% | +$815K | 0.35% | 85 |
|
|
2024
Q1 | $408K | Buy |
+5,669
| New | +$408K | 0.16% | 153 |
|
|
2022
Q4 | – | Sell |
-4,403
| Closed | -$216K | – | 244 |
|
|
2022
Q3 | $216K | Sell |
4,403
-156
| -3% | -$7.65K | 0.14% | 144 |
|
|
2022
Q2 | $246K | Buy |
+4,559
| New | +$246K | 0.15% | 142 |
|
|
2014
Q1 | – | Sell |
-20,982
| Closed | -$729K | – | 424 |
|
|
2013
Q4 | $729K | Buy |
+20,982
| New | +$729K | 0.12% | 212 |
|