Marks Group Wealth Management’s Sea Limited SE Stock Holding History

Marks Group 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
2026 Q1	$687K	Sell	8,292 -3,509	-30%	-$376K	0.07%	216
2025 Q4	$1.51M	Buy	11,801 +1,383	+13%	+$205K	0.14%	151
2025 Q3	$1.86M	Buy	10,418 +1,781	+21%	+$305K	0.17%	128
2025 Q2	$1.38M	Buy	8,637 +1,006	+13%	+$146K	0.13%	155
2025 Q1	$996K	Sell	7,631 -437	-5%	-$54.2K	0.1%	181
2024 Q4	$856K	Buy	8,068 +851	+12%	+$89.4K	0.08%	180
2024 Q3	$680K	Buy	7,217 +3,493	+94%	+$264K	0.07%	197
2024 Q2	$266K	Buy	+3,724	New	+$246K	0.03%	269
2022 Q1	–	Sell	-1,518	Closed	-$339K	–	327
2021 Q4	$339K	Buy	1,518 +460	+43%	+$137K	0.04%	262
2021 Q3	$346K	Buy	1,058 +238	+29%	+$73K	0.05%	232
2021 Q2	$225K	Buy	+820	New	+$208K	0.03%	247
2021 Q1	–	Sell	-1,283	Closed	-$255K	–	269
2020 Q4	$255K	Sell	1,283 -335	-21%	-$59.6K	0.04%	225
2020 Q3	$249K	Buy	+1,618	New	+$218K	0.05%	216

Other funds holding SE

Baillie Gifford & Co

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

T. Rowe Price Associates

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

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Tiger Global Management

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

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return