SEI Investments’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
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|
2025
Q1 | $356K | Buy |
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|
2024
Q4 | $329K | Buy |
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|
2024
Q3 | $288K | Buy |
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|
2024
Q2 | $298K | Sell |
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $1.82M | Sell |
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|
2023
Q2 | $3.88M | Buy |
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|
2023
Q1 | $4.03M | Buy |
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|
2022
Q4 | $3.16M | Buy |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $1.48M | Buy |
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|
2022
Q1 | $466K | Buy |
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|
2021
Q4 | $368K | Sell |
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|
2021
Q3 | $388K | Buy |
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|
2021
Q2 | $437K | Buy |
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|
2021
Q1 | $325K | Hold |
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|
2020
Q4 | $325K | Buy |
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