Leith Wheeler Investment Counsel’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18M | Sell |
200,409
-5,400
| -3% | -$485K | 1.28% | 21 |
|
|
2025
Q1 | $16M | Buy |
205,809
+2,592
| +1% | +$201K | 1.11% | 25 |
|
|
2024
Q4 | $16.8M | Sell |
203,217
-7,265
| -3% | -$599K | 1.21% | 20 |
|
|
2024
Q3 | $14.6M | Sell |
210,482
-8,424
| -4% | -$583K | 1.02% | 23 |
|
|
2024
Q2 | $14.2M | Buy |
218,906
+1,600
| +0.7% | +$104K | 1.22% | 20 |
|
|
2024
Q1 | $15.6M | Buy |
217,306
+200
| +0.1% | +$14.4K | 1.52% | 8 |
|
|
2023
Q4 | $13.8M | Sell |
217,106
-2,800
| -1% | -$178K | 1.51% | 11 |
|
|
2023
Q3 | $13.2M | Buy |
219,906
+28,741
| +15% | +$1.73M | 1.75% | 5 |
|
|
2023
Q2 | $11.4M | Buy |
191,165
+950
| +0.5% | +$56.6K | 1.49% | 10 |
|
|
2023
Q1 | $10.9M | Buy |
190,215
+1,300
| +0.7% | +$74.8K | 1.61% | 10 |
|
|
2022
Q4 | $11M | Sell |
188,915
-400
| -0.2% | -$23.3K | 1.66% | 10 |
|
|
2022
Q3 | $9.29M | Buy |
189,315
+8,200
| +5% | +$402K | 1.56% | 13 |
|
|
2022
Q2 | $12.6M | Buy |
+181,115
| New | +$12.6M | 1.66% | 10 |
|