Haverford Trust Company’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 | $594K | Hold |
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|
2025
Q1 | $513K | Hold |
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|
2024
Q4 | $545K | Hold |
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|
2024
Q3 | $458K | Hold |
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|
2024
Q2 | $428K | Hold |
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|
2024
Q1 | $475K | Hold |
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|
2023
Q4 | $420K | Hold |
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|
2023
Q3 | $398K | Hold |
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|
2023
Q2 | $394K | Sell |
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|
2023
Q1 | $385K | Buy |
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|
2022
Q4 | $389K | Hold |
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|
2022
Q3 | $327K | Hold |
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|
2022
Q2 | $360K | Hold |
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|
2022
Q1 | $402K | Sell |
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|
2021
Q4 | $480K | Hold |
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|
2021
Q3 | $467K | Hold |
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|
2021
Q2 | $488K | Hold |
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|
2021
Q1 | $480K | Sell |
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|
2020
Q4 | $498K | Buy |
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|
2020
Q3 | $380K | Hold |
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|
2020
Q2 | $412K | Hold |
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|
2020
Q1 | $348K | Hold |
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|
2019
Q4 | $491K | Sell |
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|
2019
Q3 | $474K | Hold |
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|
2019
Q2 | $449K | Buy |
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|
2019
Q1 | $392K | Hold |
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|
2018
Q4 | $347K | Buy |
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|
2018
Q3 | $385K | Hold |
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|
2018
Q2 | $394K | Hold |
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|
2018
Q1 | $472K | Buy |
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