MAP
Moody Aldrich Partners’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,890
| Closed | -$985K | – | 176 |
|
|
2022
Q4 | $985K | Sell |
16,890
-9,427
| -36% | -$550K | 0.2% | 118 |
|
|
2022
Q3 | $1.29M | Sell |
26,317
-8,536
| -24% | -$419K | 0.27% | 104 |
|
|
2022
Q2 | $1.88M | Hold |
34,853
| – | – | 0.37% | 84 |
|
|
2022
Q1 | $2.1M | Buy |
34,853
+8,660
| +33% | +$521K | 0.3% | 82 |
|
|
2021
Q4 | $1.6M | Hold |
26,193
| – | – | 0.22% | 105 |
|
|
2021
Q3 | $1.55M | Buy |
26,193
+8,458
| +48% | +$501K | 0.2% | 108 |
|
|
2021
Q2 | $1.1M | Hold |
17,735
| – | – | 0.15% | 114 |
|
|
2021
Q1 | $1.08M | Buy |
17,735
+7,330
| +70% | +$447K | 0.16% | 120 |
|
|
2020
Q4 | $598K | Buy |
+10,405
| New | +$598K | 0.1% | 133 |
|
|
2018
Q3 | – | Sell |
-3,500
| Closed | -$219K | – | 114 |
|
|
2018
Q2 | $219K | Sell |
3,500
-5
| -0.1% | -$313 | 0.08% | 94 |
|
|
2018
Q1 | $263K | Hold |
3,505
| – | – | 0.17% | 82 |
|
|
2017
Q4 | $252K | Sell |
3,505
-5
| -0.1% | -$359 | 0.2% | 84 |
|
|
2017
Q3 | $214K | Buy |
+3,510
| New | +$214K | 0.22% | 91 |
|