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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.3M | Buy |
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|
2025
Q2 | $18M | Sell |
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|
2025
Q1 | $16M | Buy |
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|
2024
Q4 | $16.8M | Sell |
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|
2024
Q3 | $14.6M | Sell |
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|
2024
Q2 | $14.2M | Buy |
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|
2024
Q1 | $15.6M | Buy |
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|
2023
Q4 | $13.8M | Sell |
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|
2023
Q3 | $13.2M | Buy |
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|
2023
Q2 | $11.4M | Buy |
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|
2023
Q1 | $10.9M | Buy |
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|
2022
Q4 | $11M | Sell |
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|
2022
Q3 | $9.29M | Buy |
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|
2022
Q2 | $12.6M | Buy |
|