Court Place Advisors’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 | $5.05M | Sell |
56,150
-1,945
| -3% | -$175K | 1.59% | 20 |
|
|
2025
Q1 | $4.51M | Sell |
58,095
-146
| -0.3% | -$11.3K | 1.5% | 19 |
|
|
2024
Q4 | $4.8M | Sell |
58,241
-1,909
| -3% | -$157K | 1.56% | 18 |
|
|
2024
Q3 | $4.16M | Sell |
60,150
-850
| -1% | -$58.8K | 1.21% | 21 |
|
|
2024
Q2 | $3.95M | Sell |
61,000
-1,757
| -3% | -$114K | 1.24% | 21 |
|
|
2024
Q1 | $4.51M | Sell |
62,757
-3,966
| -6% | -$285K | 1.46% | 16 |
|
|
2023
Q4 | $4.24M | Sell |
66,723
-2,560
| -4% | -$163K | 1.39% | 18 |
|
|
2023
Q3 | $4.17M | Sell |
69,283
-725
| -1% | -$43.7K | 1.48% | 16 |
|
|
2023
Q2 | $4.17M | Sell |
70,008
-1,901
| -3% | -$113K | 1.46% | 14 |
|
|
2023
Q1 | $4.14M | Sell |
71,909
-4,394
| -6% | -$253K | 1.5% | 15 |
|
|
2022
Q4 | $4.33M | Sell |
76,303
-2,333
| -3% | -$132K | 1.57% | 14 |
|
|
2022
Q3 | $3.86M | Sell |
78,636
-2,291
| -3% | -$112K | 1.55% | 14 |
|
|
2022
Q2 | $4.37M | Sell |
80,927
-184
| -0.2% | -$9.94K | 1.65% | 13 |
|
|
2022
Q1 | $4.88M | Sell |
81,111
-6,737
| -8% | -$406K | 1.58% | 14 |
|
|
2021
Q4 | $5.35M | Sell |
87,848
-6,135
| -7% | -$374K | 1.47% | 16 |
|
|
2021
Q3 | $5.57M | Sell |
93,983
-1,240
| -1% | -$73.5K | 1.65% | 15 |
|
|
2021
Q2 | $5.9M | Sell |
95,223
-745
| -0.8% | -$46.2K | 1.72% | 15 |
|
|
2021
Q1 | $5.85M | Sell |
95,968
-1,947
| -2% | -$119K | 1.81% | 15 |
|
|
2020
Q4 | $5.63M | Sell |
97,915
-1,850
| -2% | -$106K | 1.88% | 15 |
|
|
2020
Q3 | $5.06M | Buy |
99,765
+1,395
| +1% | +$70.8K | 1.89% | 15 |
|
|
2020
Q2 | $5.41M | Buy |
98,370
+1,723
| +2% | +$94.7K | 2.11% | 12 |
|
|
2020
Q1 | $4.48M | Sell |
96,647
-2,816
| -3% | -$131K | 2.01% | 13 |
|
|
2019
Q4 | $6.51M | Sell |
99,463
-560
| -0.6% | -$36.7K | 2.35% | 9 |
|
|
2019
Q3 | $5.93M | Sell |
100,023
-777
| -0.8% | -$46K | 2.3% | 9 |
|
|
2019
Q2 | $5.66M | Buy |
100,800
+4,100
| +4% | +$230K | 2.23% | 9 |
|
|
2019
Q1 | $5.05M | Buy |
96,700
+10
| +0% | +$523 | 2.04% | 11 |
|
|
2018
Q4 | $4.47M | Buy |
96,690
+505
| +0.5% | +$23.3K | 2.04% | 10 |
|
|
2018
Q3 | $5.88M | Buy |
96,185
+9,925
| +12% | +$606K | 2.23% | 10 |
|
|
2018
Q2 | $5.39M | Sell |
86,260
-400
| -0.5% | -$25K | 2.23% | 10 |
|
|
2018
Q1 | $6.49M | Sell |
86,660
-1,097
| -1% | -$82.2K | 2.71% | 7 |
|
|
2017
Q4 | $6.31M | Sell |
87,757
-350
| -0.4% | -$25.2K | 2.6% | 7 |
|
|
2017
Q3 | $5.38M | Buy |
88,107
+950
| +1% | +$58K | 2.4% | 7 |
|
|
2017
Q2 | $4.69M | Sell |
87,157
-94
| -0.1% | -$5.06K | 2.22% | 10 |
|
|
2017
Q1 | $4.4M | Buy |
87,251
+900
| +1% | +$45.4K | 2.16% | 11 |
|
|
2016
Q4 | $4.26M | Sell |
86,351
-700
| -0.8% | -$34.6K | 2.22% | 11 |
|
|
2016
Q3 | $3.97M | Sell |
87,051
-110
| -0.1% | -$5.02K | 2.21% | 13 |
|
|
2016
Q2 | $4.19M | Sell |
87,161
-100
| -0.1% | -$4.81K | 2.43% | 9 |
|
|
2016
Q1 | $3.76M | Buy |
87,261
+2,370
| +3% | +$102K | 2.32% | 12 |
|
|
2015
Q4 | $4.45M | Sell |
84,891
-250
| -0.3% | -$13.1K | 2.85% | 8 |
|
|
2015
Q3 | $4.11M | Sell |
85,141
-1,049
| -1% | -$50.6K | 2.84% | 7 |
|
|
2015
Q2 | $4.23M | Sell |
86,190
-100
| -0.1% | -$4.9K | 2.69% | 9 |
|
|
2015
Q1 | $3.81M | Sell |
86,290
-300
| -0.3% | -$13.2K | 2.42% | 9 |
|
|
2014
Q4 | $3.47M | Sell |
86,590
-200
| -0.2% | -$8.01K | 2.24% | 12 |
|
|
2014
Q3 | $3.14M | Sell |
86,790
-400
| -0.5% | -$14.5K | 2.14% | 14 |
|
|
2014
Q2 | $2.86M | Sell |
87,190
-2,100
| -2% | -$68.8K | 1.98% | 13 |
|
|
2014
Q1 | $3M | Sell |
89,290
-400
| -0.4% | -$13.4K | 2.18% | 10 |
|
|
2013
Q4 | $3.12M | Buy |
+89,690
| New | +$3.12M | 2.38% | 9 |
|