Morningstar Investment Management’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 | $333K | Buy |
+3,706
| New | +$333K | 0.03% | 152 |
|
|
2025
Q1 | – | Sell |
-3,880
| Closed | -$320K | – | 194 |
|
|
2024
Q4 | $320K | Hold |
3,880
| – | – | 0.03% | 156 |
|
|
2024
Q3 | $276K | Buy |
3,880
+73
| +2% | +$5.19K | 0.03% | 170 |
|
|
2024
Q2 | $246K | Hold |
3,807
| – | – | 0.03% | 171 |
|
|
2024
Q1 | $274K | Hold |
3,807
| – | – | 0.03% | 164 |
|
|
2023
Q4 | $242K | Buy |
3,807
+22
| +0.6% | +$1.4K | 0.03% | 171 |
|
|
2023
Q3 | $228K | Hold |
3,785
| – | – | 0.03% | 151 |
|
|
2023
Q2 | $226K | Buy |
+3,785
| New | +$226K | 0.03% | 150 |
|