Diversified Trust’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
Q3 | $2.82M | Sell |
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|
2025
Q2 | $3.24M | Buy |
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|
2025
Q1 | $2.8M | Sell |
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|
2024
Q4 | $2.97M | Sell |
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|
2024
Q3 | $3.74M | Sell |
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|
2024
Q2 | $3.51M | Buy |
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|
2024
Q1 | $3.88M | Sell |
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|
2023
Q4 | $3.51M | Buy |
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|
2023
Q3 | $833K | Buy |
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|
2023
Q2 | $444K | Sell |
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|
2023
Q1 | $454K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $292K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q3 | $277K | Sell |
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|
2021
Q2 | $340K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $773K | Buy |
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|
2015
Q3 | $489K | Buy |
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