Lyell Wealth Management’s Sea Limited SE Stock Holding History

Lyell Wealth 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
2022 Q1	–	Sell	-1,050	Closed	-$235K	–	203
2021 Q4	$235K	Hold	1,050	–	–	0.03%	173
2021 Q3	$335K	Hold	1,050	–	–	0.04%	152
2021 Q2	$288K	Hold	1,050	–	–	0.04%	166
2021 Q1	$234K	Hold	1,050	–	–	0.03%	162
2020 Q4	$209K	Buy	+1,050	New	+$187K	0.03%	155

Other funds holding SE

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Lyell Wealth Management's SE Position: Q1 2022 in Review

Lyell Wealth Management sold out of Sea Limited (SE) in Q1 2022, closing a stake of 1,050 shares — an estimated $235K sold.

Lyell Wealth Management first reported a position in SE in Q4 2020 and held it in 5 quarters. The position peaked at $335K in Q3 2021. 673 funds tracked by Wall St. Rank hold SE as of Q1 2022.

Lyell Wealth Management reported no remaining Sea Limited position as of Q1 2022 after selling out during the quarter.
Lyell Wealth Management sold 1,050 Sea Limited shares in Q1 2022, an estimated $235K.
Lyell Wealth Management first reported a position in Sea Limited in Q4 2020 and held it in 5 quarters.
Lyell Wealth Management's Sea Limited position peaked at $335K in Q3 2021.
673 funds tracked by Wall St. Rank held Sea Limited as of Q1 2022.

Based on Lyell Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.