Mackenzie Financial’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 | $1.32M | Buy |
|
|||||
|
2025
Q2 | $1.13M | Hold |
|
|||||
|
2025
Q1 | $980K | Buy |
|
|||||
|
2024
Q4 | $838K | Sell |
|
|||||
|
2024
Q3 | $767K | Sell |
|
|||||
|
2024
Q2 | $766K | Buy |
|
|||||
|
2024
Q1 | $659K | Sell |
|
|||||
|
2023
Q4 | $618K | Sell |
|
|||||
|
2023
Q3 | $602K | Sell |
|
|||||
|
2023
Q2 | $921K | Sell |
|
|||||
|
2023
Q1 | $1.43M | Buy |
|
|||||
|
2022
Q4 | $862K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $803K | Sell |
|
|||||
|
2021
Q4 | $854K | Buy |
|
|||||
|
2021
Q3 | $735K | Buy |
|
|||||
|
2021
Q2 | $713K | Sell |
|
|||||
|
2021
Q1 | $940K | Sell |
|
|||||
|
2020
Q4 | $1.07M | Buy |
|
|||||
|
2020
Q3 | $529K | Sell |
|
|||||
|
2020
Q2 | $801K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $254K | Hold |
|
|||||
|
2015
Q4 | $309K | Buy |
|