Leith Wheeler Investment Counsel’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	$15.4M	Sell	196,249 -134	-0.1%	-$11K	1.27%	21
2025 Q4	$16.1M	Sell	196,383 -6,922	-3%	-$569K	1.21%	21
2025 Q3	$17.3M	Buy	203,305 +2,896	+1%	+$257K	1.17%	22
2025 Q2	$18M	Sell	200,409 -5,400	-3%	-$435K	1.28%	21
2025 Q1	$16M	Buy	205,809 +2,592	+1%	+$208K	1.11%	25
2024 Q4	$16.8M	Sell	203,217 -7,265	-3%	-$570K	1.21%	20
2024 Q3	$14.6M	Sell	210,482 -8,424	-4%	-$562K	1.02%	23
2024 Q2	$14.2M	Buy	218,906 +1,600	+0.7%	+$108K	1.22%	20
2024 Q1	$15.6M	Buy	217,306 +200	+0.1%	+$13.3K	1.52%	8
2023 Q4	$13.8M	Sell	217,106 -2,800	-1%	-$163K	1.51%	11
2023 Q3	$13.2M	Buy	219,906 +28,741	+15%	+$1.77M	1.75%	5
2023 Q2	$11.4M	Buy	191,165 +950	+0.5%	+$55.3K	1.49%	10
2023 Q1	$10.9M	Buy	190,215 +1,300	+0.7%	+$78K	1.61%	10
2022 Q4	$11M	Sell	188,915 -400	-0.2%	-$22.5K	1.66%	10
2022 Q3	$9.29M	Buy	189,315 +8,200	+5%	+$448K	1.56%	13
2022 Q2	$12.6M	Buy	+181,115	New	+$10.2M	1.66%	10