R.M. Davis Inc’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $436K | Sell |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $2.22M | Sell |
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|
2023
Q1 | $3.33M | Sell |
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|
2022
Q4 | $4.17M | Sell |
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|
2022
Q3 | $5.22M | Sell |
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|
2022
Q2 | $6.99M | Sell |
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|
2022
Q1 | $10.4M | Sell |
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|
2021
Q4 | $13.9M | Sell |
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|
2021
Q3 | $13.9M | Buy |
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|
2021
Q2 | $13.7M | Buy |
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|
2021
Q1 | $12.1M | Buy |
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|
2020
Q4 | $8.43M | Buy |
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|
2020
Q3 | $7.17M | Buy |
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|
2020
Q2 | $7.3M | Buy |
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|
2020
Q1 | $5.03M | Buy |
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|
2019
Q4 | $3.59M | Buy |
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