SEI Investments’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.7M | Buy |
142,229
+4,453
| +3% | +$377K | 0.01% | 1047 |
|
|
2025
Q4 | $10.8M | Buy |
137,776
+4,525
| +3% | +$324K | 0.01% | 1029 |
|
|
2025
Q3 | $9.46M | Buy |
133,251
+7,484
| +6% | +$487K | 0.01% | 1039 |
|
|
2025
Q2 | $7.65M | Buy |
125,767
+10,565
| +9% | +$601K | 0.01% | 1084 |
|
|
2025
Q1 | $6.62M | Buy |
115,202
+8,664
| +8% | +$474K | 0.01% | 1149 |
|
|
2024
Q4 | $5.27M | Buy |
106,538
+4,670
| +5% | +$217K | 0.01% | 1270 |
|
|
2024
Q3 | $4.6M | Sell |
101,868
-17,276
| -15% | -$749K | 0.01% | 1324 |
|
|
2024
Q2 | $5.18M | Buy |
119,144
+6,174
| +5% | +$266K | 0.01% | 1205 |
|
|
2024
Q1 | $4.45M | Buy |
112,970
+2,639
| +2% | +$103K | 0.01% | 1259 |
|
|
2023
Q4 | $4.47M | Buy |
110,331
+30,975
| +39% | +$1.2M | 0.01% | 1234 |
|
|
2023
Q3 | $3.13M | Buy |
79,356
+8,673
| +12% | +$342K | 0.01% | 1383 |
|
|
2023
Q2 | $2.8M | Buy |
70,683
+12,875
| +22% | +$481K | ﹤0.01% | 1480 |
|
|
2023
Q1 | $1.97M | Buy |
57,808
+20,052
| +53% | +$720K | ﹤0.01% | 1632 |
|
|
2022
Q4 | $1.18M | Sell |
37,756
-756
| -2% | -$21.5K | ﹤0.01% | 1701 |
|
|
2022
Q3 | $1M | Buy |
38,512
+4,455
| +13% | +$138K | ﹤0.01% | 1796 |
|
|
2022
Q2 | $1.11M | Buy |
34,057
+5,818
| +21% | +$189K | ﹤0.01% | 1786 |
|
|
2022
Q1 | $969K | Buy |
28,239
+6,253
| +28% | +$216K | ﹤0.01% | 1825 |
|
|
2021
Q4 | $656K | Buy |
21,986
+7,648
| +53% | +$223K | ﹤0.01% | 1996 |
|
|
2021
Q3 | $374K | Sell |
14,338
-16,543
| -54% | -$450K | ﹤0.01% | 2219 |
|
|
2021
Q2 | $891K | Buy |
30,881
+7,437
| +32% | +$227K | ﹤0.01% | 1857 |
|
|
2021
Q1 | $681K | Buy |
23,444
+2,300
| +11% | +$65.8K | ﹤0.01% | 1901 |
|
|
2020
Q4 | $563K | Buy |
+21,144
| New | +$502K | ﹤0.01% | 1922 |
|
|
2020
Q3 | – | Sell |
-15,880
| Closed | -$375K | – | 2445 |
|
|
2020
Q2 | $375K | Sell |
15,880
-7,218
| -31% | -$179K | ﹤0.01% | 1978 |
|
|
2020
Q1 | $661K | Sell |
23,098
-34,999
| -60% | -$1.22M | ﹤0.01% | 1636 |
|
|
2019
Q4 | $2.32M | Sell |
58,097
-114
| -0.2% | -$4.32K | 0.01% | 1267 |
|
|
2019
Q3 | $2.25M | Sell |
58,211
-112,599
| -66% | -$4.36M | 0.01% | 1277 |
|
|
2019
Q2 | $7.15M | Buy |
170,810
+3,401
| +2% | +$142K | 0.02% | 750 |
|
|
2019
Q1 | $6.72M | Buy |
167,409
+18,659
| +13% | +$752K | 0.02% | 756 |
|
|
2018
Q4 | $6.21M | Buy |
148,750
+4,973
| +3% | +$199K | 0.02% | 776 |
|
|
2018
Q3 | $6.03M | Sell |
143,777
-104,177
| -42% | -$4.51M | 0.02% | 767 |
|
|
2018
Q2 | $11M | Buy |
247,954
+40,112
| +19% | +$1.84M | 0.04% | 525 |
|
|
2018
Q1 | $9.24M | Buy |
207,842
+32,883
| +19% | +$1.56M | 0.04% | 545 |
|
|
2017
Q4 | $8.26M | Buy |
174,959
+41,693
| +31% | +$1.89M | 0.03% | 683 |
|
|
2017
Q3 | $6.02M | Buy |
133,266
+12,471
| +10% | +$552K | 0.02% | 803 |
|
|
2017
Q2 | $5.12M | Sell |
120,795
-22,853
| -16% | -$887K | 0.02% | 830 |
|
|
2017
Q1 | $5.3M | Buy |
143,648
+16,102
| +13% | +$605K | 0.02% | 766 |
|
|
2016
Q4 | $4.63M | Buy |
127,546
+23,982
| +23% | +$850K | 0.02% | 798 |
|
|
2016
Q3 | $3.52M | Buy |
103,564
+41,131
| +66% | +$1.29M | 0.02% | 855 |
|
|
2016
Q2 | $1.74M | Sell |
62,433
-1
| -0% | -$28 | 0.01% | 1038 |
|
|
2016
Q1 | $1.73M | Buy |
62,434
+2,048
| +3% | +$60.6K | 0.01% | 1000 |
|
|
2015
Q4 | $2.12M | Buy |
60,386
+24,693
| +69% | +$872K | 0.01% | 990 |
|
|
2015
Q3 | $1.21M | Buy |
35,693
+4,884
| +16% | +$183K | 0.01% | 987 |
|
|
2015
Q2 | $1.23M | Buy |
30,809
+10,743
| +54% | +$447K | 0.01% | 915 |
|
|
2015
Q1 | $746K | Buy |
20,066
+6,586
| +49% | +$257K | 0.01% | 1066 |
|
|
2014
Q4 | $550K | Buy |
+13,480
| New | +$575K | ﹤0.01% | 1114 |
|
Other funds holding HSBC
