Principal Financial Group’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 | $19.3M | Sell |
214,908
-16,131
| -7% | -$1.45M | 0.01% | 862 |
|
|
2025
Q1 | $17.9M | Sell |
231,039
-3,033
| -1% | -$235K | 0.01% | 901 |
|
|
2024
Q4 | $19.3M | Sell |
234,072
-4,156
| -2% | -$343K | 0.01% | 871 |
|
|
2024
Q3 | $16.5M | Sell |
238,228
-103,952
| -30% | -$7.19M | 0.01% | 957 |
|
|
2024
Q2 | $22.1M | Sell |
342,180
-42,191
| -11% | -$2.73M | 0.01% | 794 |
|
|
2024
Q1 | $27.6M | Buy |
384,371
+8,222
| +2% | +$591K | 0.02% | 724 |
|
|
2023
Q4 | $23.9M | Sell |
376,149
-5,100
| -1% | -$324K | 0.02% | 765 |
|
|
2023
Q3 | $23M | Sell |
381,249
-9,005
| -2% | -$542K | 0.02% | 733 |
|
|
2023
Q2 | $23.3M | Sell |
390,254
-22,935
| -6% | -$1.37M | 0.02% | 762 |
|
|
2023
Q1 | $23.8M | Buy |
413,189
+1,718
| +0.4% | +$98.9K | 0.02% | 740 |
|
|
2022
Q4 | $24M | Buy |
411,471
+83
| +0% | +$4.84K | 0.02% | 707 |
|
|
2022
Q3 | $20.2M | Sell |
411,388
-2,174
| -0.5% | -$107K | 0.02% | 770 |
|
|
2022
Q2 | $22.3M | Buy |
413,562
+41,859
| +11% | +$2.26M | 0.02% | 738 |
|
|
2022
Q1 | $22.4M | Sell |
371,703
-5,042
| -1% | -$304K | 0.01% | 840 |
|
|
2021
Q4 | $23M | Sell |
376,745
-11,379
| -3% | -$693K | 0.01% | 854 |
|
|
2021
Q3 | $23M | Sell |
388,124
-56,563
| -13% | -$3.35M | 0.02% | 830 |
|
|
2021
Q2 | $27.6M | Buy |
444,687
+12,222
| +3% | +$757K | 0.02% | 720 |
|
|
2021
Q1 | $26.4M | Buy |
432,465
+60,214
| +16% | +$3.67M | 0.02% | 723 |
|
|
2020
Q4 | $21.4M | Sell |
372,251
-5,939
| -2% | -$341K | 0.02% | 726 |
|
|
2020
Q3 | $19.2M | Sell |
378,190
-6,756
| -2% | -$343K | 0.02% | 688 |
|
|
2020
Q2 | $21.2M | Sell |
384,946
-5,265
| -1% | -$289K | 0.02% | 623 |
|
|
2020
Q1 | $18.1M | Sell |
390,211
-168,982
| -30% | -$7.83M | 0.02% | 593 |
|
|
2019
Q4 | $36.6M | Sell |
559,193
-2,309
| -0.4% | -$151K | 0.03% | 491 |
|
|
2019
Q3 | $33.3M | Sell |
561,502
-21,344
| -4% | -$1.26M | 0.03% | 503 |
|
|
2019
Q2 | $32.7M | Buy |
582,846
+5,727
| +1% | +$321K | 0.03% | 512 |
|
|
2019
Q1 | $30.2M | Sell |
577,119
-2,762
| -0.5% | -$144K | 0.03% | 547 |
|
|
2018
Q4 | $26.8M | Sell |
579,881
-14,083
| -2% | -$651K | 0.03% | 553 |
|
|
2018
Q3 | $36.3M | Buy |
593,964
+10,440
| +2% | +$638K | 0.03% | 529 |
|
|
2018
Q2 | $36.5M | Buy |
583,524
+8,535
| +1% | +$534K | 0.03% | 500 |
|
|
2018
Q1 | $43.1M | Buy |
574,989
+19,933
| +4% | +$1.49M | 0.04% | 440 |
|
|
2017
Q4 | $39.9M | Sell |
555,056
-3,147
| -0.6% | -$226K | 0.04% | 476 |
|
|
2017
Q3 | $34.1M | Sell |
558,203
-7,949
| -1% | -$485K | 0.03% | 522 |
|
|
2017
Q2 | $30.4M | Buy |
566,152
+19,344
| +4% | +$1.04M | 0.03% | 559 |
|
|
2017
Q1 | $27.6M | Buy |
546,808
+12,134
| +2% | +$612K | 0.03% | 543 |
|
|
2016
Q4 | $26.4M | Buy |
534,674
+13,390
| +3% | +$661K | 0.03% | 552 |
|
|
2016
Q3 | $23.8M | Buy |
521,284
+12,693
| +2% | +$579K | 0.03% | 568 |
|
|
2016
Q2 | $24.5M | Buy |
508,591
+43,802
| +9% | +$2.11M | 0.03% | 518 |
|
|
2016
Q1 | $20M | Buy |
464,789
+19,856
| +4% | +$855K | 0.03% | 586 |
|
|
2015
Q4 | $23.3M | Buy |
444,933
+26,737
| +6% | +$1.4M | 0.03% | 496 |
|
|
2015
Q3 | $20.2M | Buy |
418,196
+39,325
| +10% | +$1.9M | 0.03% | 546 |
|
|
2015
Q2 | $18.6M | Sell |
378,871
-5,237
| -1% | -$257K | 0.03% | 616 |
|
|
2015
Q1 | $16.9M | Buy |
384,108
+29,640
| +8% | +$1.31M | 0.03% | 631 |
|
|
2014
Q4 | $14.2M | Sell |
354,468
-21,551
| -6% | -$863K | 0.02% | 723 |
|
|
2014
Q3 | $13.6M | Sell |
376,019
-12,849
| -3% | -$465K | 0.02% | 702 |
|
|
2014
Q2 | $12.7M | Sell |
388,868
-1,540
| -0.4% | -$50.5K | 0.02% | 773 |
|
|
2014
Q1 | $13.1M | Buy |
390,408
+13,143
| +3% | +$442K | 0.02% | 740 |
|
|
2013
Q4 | $13.1M | Buy |
377,265
+1,401
| +0.4% | +$48.7K | 0.02% | 716 |
|
|
2013
Q3 | $11.6M | Buy |
375,864
+57,426
| +18% | +$1.78M | 0.02% | 728 |
|
|
2013
Q2 | $9.05M | Buy |
+318,438
| New | +$9.05M | 0.02% | 814 |
|