Institutional & Family Asset Management’s Sea Limited SE Stock Holding History

Institutional & Family Asset Management’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 Q3	–	Sell	-192	Closed	-$11.1K	–	752
2023 Q2	$11.1K	Sell	192 -5	-3%	-$357	﹤0.01%	373
2023 Q1	$17.1K	Buy	197 +21	+12%	+$1.43K	﹤0.01%	330
2022 Q4	$9.16K	Hold	176	–	–	﹤0.01%	386
2022 Q3	$10K	Hold	176	–	–	﹤0.01%	388
2022 Q2	$12K	Hold	176	–	–	﹤0.01%	369
2022 Q1	$21K	Buy	176 +52	+42%	+$7.33K	﹤0.01%	351
2021 Q4	$28K	Sell	124 -466	-79%	-$139K	﹤0.01%	331
2021 Q3	$188K	Buy	590 +503	+578%	+$154K	0.03%	183
2021 Q2	$24K	Buy	87 +8	+10%	+$2.03K	﹤0.01%	452
2021 Q1	$18K	Buy	+79	New	+$18.3K	﹤0.01%	496
2020 Q4	–	Sell	-7	Closed	-$1K	–	921
2020 Q3	$1K	Hold	7	–	–	﹤0.01%	810
2020 Q2	$1K	Sell	7 -6	-46%	-$434	﹤0.01%	804
2020 Q1	$1K	Buy	+13	New	+$583	﹤0.01%	777

Other funds holding SE

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Institutional & Family Asset Management's SE Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of Sea Limited (SE) in Q3 2023, closing a stake of 192 shares — an estimated $11.1K sold.

Institutional & Family Asset Management first reported a position in SE in Q1 2020 and held it in 13 quarters. The position peaked at $188K in Q3 2021. 492 funds tracked by Wall St. Rank hold SE as of Q3 2023.

Institutional & Family Asset Management reported no remaining Sea Limited position as of Q3 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 192 Sea Limited shares in Q3 2023, an estimated $11.1K.
Institutional & Family Asset Management first reported a position in Sea Limited in Q1 2020 and held it in 13 quarters.
Institutional & Family Asset Management's Sea Limited position peaked at $188K in Q3 2021.
492 funds tracked by Wall St. Rank held Sea Limited as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.