Credit Agricole’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.72M | Hold |
34,621
| – | – | 0.01% | 801 |
|
|
2025
Q4 | $2.84M | Buy |
34,621
+12,777
| +58% | +$1.05M | 0.01% | 760 |
|
|
2025
Q3 | $1.85M | Buy |
+21,844
| New | +$1.94M | 0.01% | 824 |
|
|
2025
Q1 | $1.98M | Sell |
25,564
-6
| -0% | -$482 | 0.01% | 746 |
|
|
2024
Q4 | $2.11M | Buy |
25,570
+19,932
| +354% | +$1.56M | 0.01% | 739 |
|
|
2024
Q3 | $390K | Buy |
5,638
+3,338
| +145% | +$223K | ﹤0.01% | 995 |
|
|
2024
Q2 | $149K | Buy |
+2,300
| New | +$155K | ﹤0.01% | 950 |
|
|
2017
Q4 | – | Sell |
-26,009
| Closed | -$1.59M | – | 948 |
|
|
2017
Q3 | $1.59M | Buy |
26,009
+3,370
| +15% | +$191K | 0.01% | 976 |
|
|
2017
Q2 | $1.22M | Sell |
22,639
-12,574
| -36% | -$648K | ﹤0.01% | 1075 |
|
|
2017
Q1 | $1.78M | Sell |
35,213
-7,954
| -18% | -$402K | 0.01% | 1033 |
|
|
2016
Q4 | $2.13M | Buy |
43,167
+12,252
| +40% | +$573K | 0.01% | 927 |
|
|
2016
Q3 | $1.41M | Sell |
30,915
-24,998
| -45% | -$1.17M | ﹤0.01% | 1072 |
|
|
2016
Q2 | $2.69M | Buy |
55,913
+27,025
| +94% | +$1.3M | 0.01% | 769 |
|
|
2016
Q1 | $1.24M | Sell |
28,888
-25,071
| -46% | -$1.03M | 0.01% | 885 |
|
|
2015
Q4 | $2.83M | Sell |
53,959
-31,175
| -37% | -$1.62M | 0.01% | 713 |
|
|
2015
Q3 | $4.11M | Buy |
85,134
+28,029
| +49% | +$1.43M | 0.02% | 616 |
|
|
2015
Q2 | $2.8M | Buy |
57,105
+4,600
| +9% | +$216K | 0.01% | 760 |
|
|
2015
Q1 | $2.31M | Sell |
52,505
-4,337
| -8% | -$182K | 0.01% | 821 |
|
|
2014
Q4 | $2.21M | Buy |
56,842
+26,137
| +85% | +$1M | 0.01% | 872 |
|
|
2014
Q3 | $1.11M | Hold |
30,705
| – | – | ﹤0.01% | 1061 |
|
|
2014
Q2 | $1.01M | Sell |
30,705
-534
| -2% | -$17.2K | ﹤0.01% | 1114 |
|
|
2014
Q1 | $1.05M | Hold |
31,239
| – | – | ﹤0.01% | 1004 |
|
|
2013
Q4 | $1.08M | Buy |
31,239
+900
| +3% | +$29.9K | ﹤0.01% | 1027 |
|
|
2013
Q3 | $938K | Buy |
+30,339
| New | +$935K | ﹤0.01% | 1030 |
|
Other funds holding SEIC
VPM
VCM
