Envestnet 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 | $32M | Sell |
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|
2025
Q1 | $30.7M | Sell |
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|
2024
Q4 | $33.5M | Buy |
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|
2024
Q3 | $27.3M | Buy |
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|
2024
Q2 | $24.7M | Buy |
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|
2024
Q1 | $27.1M | Sell |
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|
2023
Q4 | $24.6M | Buy |
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|
2023
Q3 | $22.9M | Buy |
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|
2023
Q2 | $13.4M | Buy |
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|
2023
Q1 | $12.4M | Sell |
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|
2022
Q4 | $12.7M | Sell |
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|
2022
Q3 | $10.7M | Buy |
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|
2022
Q2 | $11.5M | Sell |
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|
2022
Q1 | $13.8M | Buy |
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|
2021
Q4 | $13.4M | Buy |
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|
2021
Q3 | $13M | Buy |
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|
2021
Q2 | $13.1M | Buy |
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|
2021
Q1 | $12.5M | Buy |
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|
2020
Q4 | $8.35M | Buy |
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|
2020
Q3 | $6.2M | Buy |
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|
2020
Q2 | $6.33M | Buy |
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|
2020
Q1 | $5.08M | Buy |
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|
2019
Q4 | $7.02M | Buy |
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|
2019
Q3 | $6.08M | Buy |
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|
2019
Q2 | $5.58M | Buy |
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|
2019
Q1 | $4.87M | Buy |
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|
2018
Q4 | $3.42M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.39M | Buy |
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|
2018
Q1 | $1.55M | Sell |
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|
2017
Q4 | $5.77M | Buy |
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|
2017
Q3 | $4.49M | Sell |
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|
2017
Q2 | $4M | Buy |
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|
2017
Q1 | $3.67M | Buy |
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|
2016
Q4 | $2.7M | Buy |
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|
2016
Q3 | $2.23M | Sell |
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|
2016
Q2 | $2.77M | Buy |
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|
2016
Q1 | $2.33M | Buy |
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|
2015
Q4 | $2.46M | Buy |
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|
2015
Q3 | $2.21M | Buy |
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|
2015
Q2 | $1.79M | Buy |
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|
2015
Q1 | $1.58M | Buy |
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|
2014
Q4 | $246K | Sell |
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|
2014
Q3 | $235K | Buy |
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|
2014
Q2 | $124K | Sell |
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|
2014
Q1 | $180K | Sell |
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|
2013
Q4 | $448K | Buy |
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|
2013
Q3 | $319K | Sell |
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|
2013
Q2 | $326K | Buy |
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