Mariner’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 | $757K | Buy |
8,429
+3,359
| +66% | +$302K | ﹤0.01% | 2004 |
|
2025
Q1 | $394K | Sell |
5,070
-3,334
| -40% | -$259K | ﹤0.01% | 2394 |
|
2024
Q4 | $693K | Buy |
8,404
+419
| +5% | +$34.6K | ﹤0.01% | 1914 |
|
2024
Q3 | $553K | Buy |
7,985
+658
| +9% | +$45.5K | ﹤0.01% | 2047 |
|
2024
Q2 | $474K | Buy |
7,327
+458
| +7% | +$29.6K | ﹤0.01% | 2087 |
|
2024
Q1 | $494K | Buy |
6,869
+327
| +5% | +$23.5K | ﹤0.01% | 2028 |
|
2023
Q4 | $416K | Sell |
6,542
-1,286
| -16% | -$81.7K | ﹤0.01% | 2075 |
|
2023
Q3 | $471K | Buy |
7,828
+313
| +4% | +$18.9K | ﹤0.01% | 1819 |
|
2023
Q2 | $448K | Buy |
7,515
+555
| +8% | +$33.1K | ﹤0.01% | 1821 |
|
2023
Q1 | $401K | Buy |
6,960
+250
| +4% | +$14.4K | ﹤0.01% | 1838 |
|
2022
Q4 | $391K | Sell |
6,710
-428
| -6% | -$24.9K | ﹤0.01% | 1829 |
|
2022
Q3 | $350K | Buy |
+7,138
| New | +$350K | ﹤0.01% | 1659 |
|
2019
Q3 | – | Sell |
-5,048
| Closed | -$283K | – | 984 |
|
2019
Q2 | $283K | Sell |
5,048
-124
| -2% | -$6.95K | ﹤0.01% | 906 |
|
2019
Q1 | $270K | Buy |
+5,172
| New | +$270K | ﹤0.01% | 850 |
|
2018
Q4 | – | Sell |
-4,207
| Closed | -$257K | – | 883 |
|
2018
Q3 | $257K | Buy |
4,207
+229
| +6% | +$14K | 0.01% | 695 |
|
2018
Q2 | $249K | Buy |
+3,978
| New | +$249K | 0.01% | 686 |
|