Mercer Global Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.1M | Buy |
26,804
+3,978
| +17% | +$328K | ﹤0.01% | 1178 |
|
|
2025
Q4 | $1.87M | Buy |
22,826
+5,094
| +29% | +$419K | ﹤0.01% | 1137 |
|
|
2025
Q3 | $1.5M | Buy |
17,732
+7,059
| +66% | +$627K | ﹤0.01% | 1161 |
|
|
2025
Q2 | $959K | Buy |
10,673
+3,330
| +45% | +$268K | ﹤0.01% | 1244 |
|
|
2025
Q1 | $569K | Buy |
7,343
+165
| +2% | +$13.3K | ﹤0.01% | 1399 |
|
|
2024
Q4 | $592K | Sell |
7,178
-1,947
| -21% | -$153K | ﹤0.01% | 1353 |
|
|
2024
Q3 | $636K | Buy |
9,125
+799
| +10% | +$53.3K | ﹤0.01% | 1213 |
|
|
2024
Q2 | $539K | Buy |
8,326
+395
| +5% | +$26.6K | ﹤0.01% | 1268 |
|
|
2024
Q1 | $664K | Buy |
7,931
+509
| +7% | +$33.8K | ﹤0.01% | 1134 |
|
|
2023
Q4 | $472K | Buy |
7,422
+250
| +3% | +$14.6K | ﹤0.01% | 1358 |
|
|
2023
Q3 | $432K | Buy |
7,172
+1,726
| +32% | +$106K | ﹤0.01% | 1325 |
|
|
2023
Q2 | $325K | Sell |
5,446
-409
| -7% | -$23.8K | ﹤0.01% | 1471 |
|
|
2023
Q1 | $337K | Sell |
5,855
-193
| -3% | -$11.6K | ﹤0.01% | 1437 |
|
|
2022
Q4 | $353K | Buy |
6,048
+58
| +1% | +$3.26K | ﹤0.01% | 1411 |
|
|
2022
Q3 | $294K | Sell |
5,990
-1,052
| -15% | -$57.4K | ﹤0.01% | 1424 |
|
|
2022
Q2 | $380K | Buy |
7,042
+1,602
| +29% | +$90.1K | ﹤0.01% | 1301 |
|
|
2022
Q1 | $328K | Sell |
5,440
-1,606
| -23% | -$95.5K | ﹤0.01% | 1465 |
|
|
2021
Q4 | $429K | Buy |
7,046
+1,330
| +23% | +$82.4K | ﹤0.01% | 1284 |
|
|
2021
Q3 | $339K | Sell |
5,716
-222
| -4% | -$13.5K | ﹤0.01% | 1373 |
|
|
2021
Q2 | $368K | Buy |
5,938
+1,304
| +28% | +$81.3K | ﹤0.01% | 1294 |
|
|
2021
Q1 | $282K | Buy |
4,634
+680
| +17% | +$39.8K | ﹤0.01% | 1338 |
|
|
2020
Q4 | $227K | Sell |
3,954
-144
| -4% | -$7.86K | ﹤0.01% | 1186 |
|
|
2020
Q3 | $208K | Buy |
4,098
+50
| +1% | +$2.64K | ﹤0.01% | 1103 |
|
|
2020
Q2 | $223K | Buy |
+4,048
| New | +$212K | ﹤0.01% | 963 |
|
|
2019
Q2 | – | Sell |
-7,519
| Closed | -$393K | – | 1187 |
|
|
2019
Q1 | $393K | Buy |
+7,519
| New | +$376K | 0.01% | 727 |
|
Other funds holding SEIC
VPM
VCM
