SEI Investments
SBDS

SEI Investments’s Solo Brands Inc SBDS Stock Holding History

SEI Investments’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,101
Closed -$14.1K – 2939
2025
Q1 		$14.1K Sell
2,101
-12,866
-86% -$394K ﹤0.01% 2746
2024
Q4 		$683K Hold
14,967
– – ﹤0.01% 2080
2024
Q3 		$844K Sell
14,967
-615
-4% -$43.8K ﹤0.01% 2007
2024
Q2 		$1.42M Buy
15,582
+1,027
+7% +$80.9K ﹤0.01% 1777
2024
Q1 		$1.26M Buy
14,555
+2,481
+21% +$285K ﹤0.01% 1792
2023
Q4 		$2.97M Buy
12,074
+126
+1% +$24.6K ﹤0.01% 1424
2023
Q3 		$2.44M Buy
11,948
+2,213
+23% +$483K ﹤0.01% 1507
2023
Q2 		$2.2M Buy
9,735
+3,845
+65% +$956K ﹤0.01% 1597
2023
Q1 		$1.69M Sell
5,890
-2,319
-28% -$446K ﹤0.01% 1690
2022
Q4 		$1.22M Buy
8,209
+597
+8% +$97.6K ﹤0.01% 1689
2022
Q3 		$1.16M Sell
7,612
-701
-8% -$131K ﹤0.01% 1747
2022
Q2 		$1.34M Buy
8,313
+3,063
+58% +$669K ﹤0.01% 1719
2022
Q1 		$1.79M Buy
5,250
+2,949
+128% +$1.3M ﹤0.01% 1583
2021
Q4 		$1.44M Buy
+2,301
New +$1.58M ﹤0.01% 1702

Other funds holding SBDS

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $3.23B AUM 62.07% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.27B AUM 23.66% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return