Cresset Asset Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.26M | Sell |
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|
2024
Q3 | $2.31M | Buy |
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|
2024
Q2 | $2.05M | Buy |
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|
2024
Q1 | $2.23M | Buy |
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|
2023
Q4 | $1.11M | Sell |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $977K | Sell |
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|
2022
Q4 | $24.4K | Sell |
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|
2022
Q3 | $868K | Buy |
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|
2022
Q2 | $931K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $92K | Buy |
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|
2018
Q4 | $78K | Buy |
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