Courant Investment Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-54,707
| Closed | -$2.68M | – | 10 |
|
|
2022
Q3 | $2.68M | Hold |
54,707
| – | – | 2.9% | 8 |
|
|
2022
Q2 | $2.96M | Buy |
54,707
+20,000
| +58% | +$1.08M | 2.82% | 9 |
|
|
2022
Q1 | $2.09M | Hold |
34,707
| – | – | 1.86% | 10 |
|
|
2021
Q4 | $2.12M | Hold |
34,707
| – | – | 1.71% | 11 |
|
|
2021
Q3 | $2.06M | Buy |
+34,707
| New | +$2.06M | 1.74% | 11 |
|