Ellevest Inc’s Sea Limited SE Stock Holding History

Ellevest Inc’s Portfolio SE Stock Details SE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-27	Closed	-$2.34K	–	1398
2023 Q1	$2.34K	Buy	+27	New	+$1.84K	﹤0.01%	1417
2022 Q3	–	Sell	-1,821	Closed	-$122K	–	1831
2022 Q2	$122K	Sell	1,821 -270	-13%	-$23K	0.01%	377
2022 Q1	$250K	Buy	2,091 +1,597	+323%	+$225K	0.02%	279
2021 Q4	$111K	Sell	494 -21	-4%	-$6.27K	0.01%	370
2021 Q3	$164K	Buy	515 +513	+25,650%	+$157K	0.02%	310
2021 Q2	$1K	Buy	+2	New	+$508	﹤0.01%	1196
2020 Q4	–	Sell	-25	Closed	-$4K	–	1335
2020 Q3	$4K	Sell	25 -4	-14%	-$540	﹤0.01%	815
2020 Q2	$3K	Buy	29 +4	+16%	+$290	﹤0.01%	844
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	968
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	856
2019 Q3	$1K	Buy	+25	New	+$840	﹤0.01%	455

Other funds holding SE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ellevest Inc's SE Position: Q2 2023 in Review

Ellevest Inc sold out of Sea Limited (SE) in Q2 2023, closing a stake of 27 shares — an estimated $2.34K sold.

Ellevest Inc first reported a position in SE in Q3 2019 and held it in 11 quarters. The position peaked at $250K in Q1 2022. 570 funds tracked by Wall St. Rank hold SE as of Q2 2023.

Ellevest Inc reported no remaining Sea Limited position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 27 Sea Limited shares in Q2 2023, an estimated $2.34K.
Ellevest Inc first reported a position in Sea Limited in Q3 2019 and held it in 11 quarters.
Ellevest Inc's Sea Limited position peaked at $250K in Q1 2022.
570 funds tracked by Wall St. Rank held Sea Limited as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.