Meristem Family Wealth’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.02M | Sell |
16,877
-6
| -0% | -$357 | 0.11% | 107 |
|
|
2021
Q4 | $1.03M | Hold |
16,883
| – | – | 0.09% | 129 |
|
|
2021
Q3 | $1M | Buy |
16,883
+150
| +0.9% | +$9.15K | 0.1% | 133 |
|
|
2021
Q2 | $1.04M | Sell |
16,733
-102
| -0.6% | -$6.36K | 0.16% | 84 |
|
|
2021
Q1 | $1.03M | Hold |
16,835
| – | – | 0.21% | 60 |
|
|
2020
Q4 | $968K | Hold |
16,835
| – | – | 0.21% | 63 |
|
|
2020
Q3 | $854K | Sell |
16,835
-115
| -0.7% | -$6.08K | 0.22% | 63 |
|
|
2020
Q2 | $932K | Hold |
16,950
| – | – | 0.26% | 57 |
|
|
2020
Q1 | $785K | Hold |
16,950
| – | – | 0.24% | 61 |
|
|
2019
Q4 | $1.11M | Hold |
16,950
| – | – | 0.27% | 53 |
|
|
2019
Q3 | $1M | Hold |
16,950
| – | – | 0.27% | 54 |
|
|
2019
Q2 | $951K | Hold |
16,950
| – | – | 0.29% | 54 |
|
|
2019
Q1 | $886K | Hold |
16,950
| – | – | 0.3% | 47 |
|
|
2018
Q4 | $783K | Hold |
16,950
| – | – | 0.29% | 47 |
|
|
2018
Q3 | $1.04M | Hold |
16,950
| – | – | 0.35% | 38 |
|
|
2018
Q2 | $1.06M | Hold |
16,950
| – | – | 0.37% | 38 |
|
|
2018
Q1 | $1.27M | Hold |
16,950
| – | – | 0.45% | 32 |
|
|
2017
Q4 | $1.22M | Hold |
16,950
| – | – | 0.44% | 34 |
|
|
2017
Q3 | $1.03M | Hold |
16,950
| – | – | 0.42% | 35 |
|
|
2017
Q2 | $912K | Hold |
16,950
| – | – | 0.37% | 41 |
|
|
2017
Q1 | $855K | Hold |
16,950
| – | – | 0.34% | 44 |
|
|
2016
Q4 | $837K | Hold |
16,950
| – | – | 0.34% | 45 |
|
|
2016
Q3 | $773K | Hold |
16,950
| – | – | 0.32% | 44 |
|
|
2016
Q2 | $815K | Hold |
16,950
| – | – | 0.36% | 40 |
|
|
2016
Q1 | $730K | Hold |
16,950
| – | – | 0.32% | 42 |
|
|
2015
Q4 | $888K | Hold |
16,950
| – | – | 0.35% | 39 |
|
|
2015
Q3 | $817K | Hold |
16,950
| – | – | 0.43% | 34 |
|
|
2015
Q2 | $831K | Hold |
16,950
| – | – | 0.36% | 42 |
|
|
2015
Q1 | $747K | Hold |
16,950
| – | – | 0.31% | 48 |
|
|
2014
Q4 | $679K | Hold |
16,950
| – | – | 0.25% | 55 |
|
|
2014
Q3 | $613K | Hold |
16,950
| – | – | 0.26% | 56 |
|
|
2014
Q2 | $555K | Hold |
16,950
| – | – | 0.23% | 62 |
|
|
2014
Q1 | $570K | Hold |
16,950
| – | – | 0.25% | 61 |
|
|
2013
Q4 | $589K | Hold |
16,950
| – | – | 0.24% | 62 |
|
|
2013
Q3 | $524K | Hold |
16,950
| – | – | 0.24% | 61 |
|
|
2013
Q2 | $482K | Buy |
+16,950
| New | +$491K | 0.22% | 63 |
|
Other funds holding SEIC
ACM
BGC
Meristem Family Wealth's SEIC Position: Q1 2022 in Review
Meristem Family Wealth reduced its SEI Investments (SEIC) stake by 0.04% in Q1 2022, selling an estimated $357 and leaving 16,877 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #107.
Meristem Family Wealth first reported a position in SEIC in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.27M in Q1 2018. 464 funds tracked by Wall St. Rank hold SEIC as of Q1 2022.
- Meristem Family Wealth held 16,877 shares of SEI Investments worth $1.02M as of Q1 2022.
- Meristem Family Wealth sold 6 SEI Investments shares in Q1 2022, an estimated $357.
- SEI Investments made up 0.11% of Meristem Family Wealth's portfolio in Q1 2022, its #107 holding.
- Meristem Family Wealth first reported a position in SEI Investments in Q2 2013 and has held it in 36 quarters since.
- Meristem Family Wealth's SEI Investments position peaked at $1.27M in Q1 2018.
- 464 funds tracked by Wall St. Rank held SEI Investments as of Q1 2022.
Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.