Nisa Investment 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 | $3.46M | Buy |
44,127
+275
| +0.6% | +$22.6K | 0.01% | 469 |
|
|
2025
Q4 | $3.62M | Buy |
43,852
+17
| +0% | +$1.4K | 0.01% | 481 |
|
|
2025
Q3 | $3.72M | Hold |
43,835
| – | – | 0.01% | 475 |
|
|
2025
Q2 | $3.94M | Buy |
43,835
+58
| +0.1% | +$4.67K | 0.02% | 459 |
|
|
2025
Q1 | $3.4M | Hold |
43,777
| – | – | 0.02% | 510 |
|
|
2024
Q4 | $3.63M | Hold |
43,777
| – | – | 0.01% | 525 |
|
|
2024
Q3 | $3.03M | Sell |
43,777
-60
| -0.1% | -$4K | 0.02% | 552 |
|
|
2024
Q2 | $2.84M | Hold |
43,837
| – | – | 0.02% | 584 |
|
|
2024
Q1 | $3.15M | Hold |
43,837
| – | – | 0.02% | 564 |
|
|
2023
Q4 | $2.79M | Hold |
43,837
| – | – | 0.02% | 555 |
|
|
2023
Q3 | $2.64M | Hold |
43,837
| – | – | 0.02% | 584 |
|
|
2023
Q2 | $2.61M | Sell |
43,837
-15,952
| -27% | -$928K | 0.02% | 597 |
|
|
2023
Q1 | $3.44M | Sell |
59,789
-11,415
| -16% | -$685K | 0.03% | 516 |
|
|
2022
Q4 | $4.15M | Buy |
71,204
+7,650
| +12% | +$430K | 0.03% | 499 |
|
|
2022
Q3 | $3.13M | Buy |
63,554
+7,579
| +14% | +$414K | 0.03% | 510 |
|
|
2022
Q2 | $3.02M | Buy |
55,975
+10,125
| +22% | +$570K | 0.03% | 522 |
|
|
2022
Q1 | $2.76M | Sell |
45,850
-100
| -0.2% | -$5.95K | 0.02% | 576 |
|
|
2021
Q4 | $2.69M | Sell |
45,950
-700
| -2% | -$43.4K | 0.02% | 562 |
|
|
2021
Q3 | $2.77K | Hold |
46,650
| – | – | 0.02% | 622 |
|
|
2021
Q2 | $2.89K | Hold |
46,650
| – | – | 0.02% | 619 |
|
|
2021
Q1 | $2.84K | Hold |
46,650
| – | – | 0.02% | 624 |
|
|
2020
Q4 | $2.68M | Buy |
46,650
+1,800
| +4% | +$98.3K | 0.02% | 618 |
|
|
2020
Q3 | $2.27M | Hold |
44,850
| – | – | 0.02% | 571 |
|
|
2020
Q2 | $2.47M | Hold |
44,850
| – | – | 0.02% | 530 |
|
|
2020
Q1 | $2.08M | Sell |
44,850
-23,761
| -35% | -$1.41M | 0.02% | 522 |
|
|
2019
Q4 | $4.49M | Buy |
68,611
+14,811
| +28% | +$921K | 0.04% | 405 |
|
|
2019
Q3 | $3.19M | Buy |
53,800
+500
| +0.9% | +$28.9K | 0.03% | 494 |
|
|
2019
Q2 | $2.99M | Hold |
53,300
| – | – | 0.03% | 507 |
|
|
2019
Q1 | $2.79M | Hold |
53,300
| – | – | 0.03% | 518 |
|
|
2018
Q4 | $2.46M | Hold |
53,300
| – | – | 0.03% | 511 |
|
|
2018
Q3 | $3.26M | Sell |
53,300
-1,000
| -2% | -$62K | 0.03% | 490 |
|
|
2018
Q2 | $3.4M | Sell |
54,300
-16,783
| -24% | -$1.12M | 0.04% | 452 |
|
|
2018
Q1 | $5.3M | Buy |
71,083
+4,531
| +7% | +$338K | 0.06% | 321 |
|
|
2017
Q4 | $4.78M | Sell |
66,552
-1,017
| -2% | -$68.1K | 0.05% | 349 |
|
|
2017
Q3 | $4.13M | Buy |
67,569
+14,269
| +27% | +$810K | 0.05% | 381 |
|
|
2017
Q2 | $2.83M | Hold |
53,300
| – | – | 0.03% | 492 |
|
|
2017
Q1 | $2.69M | Hold |
53,300
| – | – | 0.03% | 513 |
|
|
2016
Q4 | $2.63M | Hold |
53,300
| – | – | 0.03% | 510 |
|
|
2016
Q3 | $2.43M | Sell |
53,300
-14,681
| -22% | -$688K | 0.03% | 505 |
|
|
2016
Q2 | $3.27M | Buy |
67,981
+12,681
| +23% | +$610K | 0.04% | 406 |
|
|
2016
Q1 | $2.38M | Hold |
55,300
| – | – | 0.03% | 485 |
|
|
2015
Q4 | $2.9M | Hold |
55,300
| – | – | 0.04% | 421 |
|
|
2015
Q3 | $2.67M | Hold |
55,300
| – | – | 0.04% | 439 |
|
|
2015
Q2 | $2.71M | Hold |
55,300
| – | – | 0.04% | 450 |
|
|
2015
Q1 | $2.44M | Hold |
55,300
| – | – | 0.03% | 513 |
|
|
2014
Q4 | $2.21M | Hold |
55,300
| – | – | 0.03% | 550 |
|
|
2014
Q3 | $2M | Hold |
55,300
| – | – | 0.03% | 555 |
|
|
2014
Q2 | $1.81M | Sell |
55,300
-4,900
| -8% | -$158K | 0.03% | 601 |
|
|
2014
Q1 | $2.02M | Hold |
60,200
| – | – | 0.03% | 553 |
|
|
2013
Q4 | $2.09M | Hold |
60,200
| – | – | 0.03% | 533 |
|
|
2013
Q3 | $1.86M | Hold |
60,200
| – | – | 0.03% | 556 |
|
|
2013
Q2 | $1.71M | Buy |
+60,200
| New | +$1.75M | 0.03% | 567 |
|
Other funds holding SEIC
VPM
VCM
