HighTower Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.02M | Buy |
13,034
+1,606
| +14% | +$132K | ﹤0.01% | 2159 |
|
|
2025
Q4 | $937K | Sell |
11,428
-148
| -1% | -$12.2K | ﹤0.01% | 2173 |
|
|
2025
Q3 | $982K | Sell |
11,576
-155
| -1% | -$13.8K | ﹤0.01% | 2109 |
|
|
2025
Q2 | $1.05M | Buy |
11,731
+234
| +2% | +$18.9K | ﹤0.01% | 1978 |
|
|
2025
Q1 | $893K | Sell |
11,497
-16
| -0.1% | -$1.29K | ﹤0.01% | 2037 |
|
|
2024
Q4 | $950K | Buy |
11,513
+574
| +5% | +$45K | ﹤0.01% | 2000 |
|
|
2024
Q3 | $761K | Buy |
10,939
+425
| +4% | +$28.4K | ﹤0.01% | 2099 |
|
|
2024
Q2 | $675K | Buy |
10,514
+853
| +9% | +$57.3K | ﹤0.01% | 2107 |
|
|
2024
Q1 | $701K | Sell |
9,661
-556
| -5% | -$36.9K | ﹤0.01% | 2039 |
|
|
2023
Q4 | $643K | Buy |
10,217
+915
| +10% | +$53.4K | ﹤0.01% | 2144 |
|
|
2023
Q3 | $554K | Buy |
9,302
+909
| +11% | +$55.9K | ﹤0.01% | 2167 |
|
|
2023
Q2 | $499K | Buy |
8,393
+386
| +5% | +$22.5K | ﹤0.01% | 2203 |
|
|
2023
Q1 | $462K | Sell |
8,007
-202
| -2% | -$12.1K | ﹤0.01% | 2168 |
|
|
2022
Q4 | $476K | Buy |
8,209
+245
| +3% | +$13.8K | ﹤0.01% | 2160 |
|
|
2022
Q3 | $393K | Sell |
7,964
-13
| -0.2% | -$710 | ﹤0.01% | 2183 |
|
|
2022
Q2 | $432K | Sell |
7,977
-1,177
| -13% | -$66.2K | ﹤0.01% | 2136 |
|
|
2022
Q1 | $551K | Sell |
9,154
-22,914
| -71% | -$1.36M | ﹤0.01% | 2108 |
|
|
2021
Q4 | $1.95M | Buy |
32,068
+24,285
| +312% | +$1.5M | ﹤0.01% | 1379 |
|
|
2021
Q3 | $460K | Sell |
7,783
-238
| -3% | -$14.5K | ﹤0.01% | 2103 |
|
|
2021
Q2 | $496K | Sell |
8,021
-5
| -0.1% | -$312 | ﹤0.01% | 2054 |
|
|
2021
Q1 | $486K | Sell |
8,026
-211
| -3% | -$12.4K | ﹤0.01% | 1989 |
|
|
2020
Q4 | $472K | Buy |
+8,237
| New | +$450K | ﹤0.01% | 1664 |
|
|
2020
Q1 | – | Sell |
-8,046
| Closed | -$524K | – | 2464 |
|
|
2019
Q4 | $524K | Sell |
8,046
-634
| -7% | -$39.4K | ﹤0.01% | 1436 |
|
|
2019
Q3 | $516K | Sell |
8,680
-1,120
| -11% | -$64.8K | ﹤0.01% | 1496 |
|
|
2019
Q2 | $550K | Sell |
9,800
-2,243
| -19% | -$121K | ﹤0.01% | 1472 |
|
|
2019
Q1 | $633K | Buy |
12,043
+2,432
| +25% | +$122K | ﹤0.01% | 1341 |
|
|
2018
Q4 | $444K | Buy |
9,611
+1,766
| +23% | +$93K | ﹤0.01% | 1422 |
|
|
2018
Q3 | $477K | Buy |
7,845
+488
| +7% | +$30.3K | ﹤0.01% | 1482 |
|
|
2018
Q2 | $463K | Sell |
7,357
-208
| -3% | -$13.8K | ﹤0.01% | 1484 |
|
|
2018
Q1 | $567K | Sell |
7,565
-2,496
| -25% | -$186K | ﹤0.01% | 1350 |
|
|
2017
Q4 | $723K | Sell |
10,061
-1,801
| -15% | -$121K | 0.01% | 1277 |
|
|
2017
Q3 | $722K | Buy |
11,862
+82
| +0.7% | +$4.66K | 0.01% | 1257 |
|
|
2017
Q2 | $631K | Buy |
11,780
+4,877
| +71% | +$251K | 0.01% | 1270 |
|
|
2017
Q1 | $348K | Sell |
6,903
-876
| -11% | -$44.2K | ﹤0.01% | 1482 |
|
|
2016
Q4 | $383K | Sell |
7,779
-4,067
| -34% | -$190K | ﹤0.01% | 1364 |
|
|
2016
Q3 | $541K | Buy |
11,846
+5,446
| +85% | +$255K | 0.01% | 1211 |
|
|
2016
Q2 | $308K | Sell |
6,400
-11,799
| -65% | -$568K | ﹤0.01% | 1315 |
|
|
2016
Q1 | $783K | Sell |
18,199
-3,064
| -14% | -$126K | 0.01% | 1155 |
|
|
2015
Q4 | $1.11M | Buy |
21,263
+11,772
| +124% | +$613K | 0.01% | 915 |
|
|
2015
Q3 | $457K | Sell |
9,491
-10,250
| -52% | -$522K | 0.01% | 1241 |
|
|
2015
Q2 | $968K | Buy |
19,741
+13,340
| +208% | +$627K | 0.02% | 770 |
|
|
2015
Q1 | $282K | Buy |
6,401
+74
| +1% | +$3.1K | ﹤0.01% | 1275 |
|
|
2014
Q4 | $253K | Sell |
6,327
-30
| -0.5% | -$1.15K | ﹤0.01% | 1301 |
|
|
2014
Q3 | $230K | Sell |
6,357
-352
| -5% | -$12.5K | ﹤0.01% | 1314 |
|
|
2014
Q2 | $220K | Buy |
6,709
+344
| +5% | +$11.1K | ﹤0.01% | 1366 |
|
|
2014
Q1 | $214K | Sell |
6,365
-1,575
| -20% | -$53.5K | ﹤0.01% | 1292 |
|
|
2013
Q4 | $275K | Buy |
7,940
+951
| +14% | +$31.6K | 0.01% | 1189 |
|
|
2013
Q3 | $216K | Sell |
6,989
-1,151
| -14% | -$35.5K | 0.01% | 1143 |
|
|
2013
Q2 | $232K | Buy |
+8,140
| New | +$236K | 0.01% | 1087 |
|
Other funds holding SEIC
VPM
VCM
