M&R Capital Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.64K | Sell |
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|
2024
Q2 | $18.9K | Buy |
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|
2024
Q1 | $20.9K | Sell |
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|
2023
Q4 | $20.2K | Hold |
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|
2023
Q3 | $19.1K | Buy |
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|
2023
Q2 | $19K | Buy |
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|
2023
Q1 | $18.2K | Buy |
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|
2022
Q4 | $18.3K | Buy |
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|
2022
Q3 | $13K | Sell |
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|
2022
Q2 | $42K | Sell |
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|
2022
Q1 | $50K | Buy |
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|
2021
Q4 | $50K | Sell |
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|
2021
Q3 | $55K | Hold |
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|
2021
Q2 | $57K | Buy |
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|
2021
Q1 | $56K | Buy |
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|
2020
Q4 | $53K | Hold |
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|
2020
Q3 | $46K | Hold |
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|
2020
Q2 | $50K | Buy |
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|
2020
Q1 | $42K | Buy |
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|
2019
Q4 | $59K | Hold |
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|
2019
Q3 | $54K | Hold |
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|
2019
Q2 | $51K | Buy |
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|
2019
Q1 | $48K | Buy |
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|
2018
Q4 | $41K | Hold |
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|
2018
Q3 | $54K | Sell |
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|
2018
Q2 | $69K | Buy |
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|
2018
Q1 | $82K | Sell |
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|
2017
Q4 | $115K | Hold |
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|
2017
Q3 | $97K | Hold |
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|
2017
Q2 | $89K | Sell |
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|
2017
Q1 | $96K | Buy |
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|
2016
Q4 | $93K | Hold |
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|
2016
Q3 | $86K | Hold |
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|
2016
Q2 | $91K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $296K | Sell |
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|
2015
Q1 | $281K | Buy |
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|
2014
Q4 | $253K | Hold |
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|
2014
Q3 | $229K | Hold |
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|
2014
Q2 | $207K | Buy |
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|
2014
Q1 | $211K | Buy |
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|
2013
Q4 | $217 | Buy |
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