Shelton Capital Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $247K | Hold |
3,145
| – | – | 0.01% | 590 |
|
|
2025
Q4 | $258K | Sell |
3,145
-285
| -8% | -$23.4K | 0.01% | 552 |
|
|
2025
Q3 | $291K | Hold |
3,430
| – | – | 0.01% | 521 |
|
|
2025
Q2 | $308K | Sell |
3,430
-99
| -3% | -$7.98K | 0.01% | 478 |
|
|
2025
Q1 | $274K | Sell |
3,529
-202
| -5% | -$16.2K | 0.01% | 510 |
|
|
2024
Q4 | $308K | Sell |
3,731
-199
| -5% | -$15.6K | 0.01% | 493 |
|
|
2024
Q3 | $272K | Sell |
3,930
-143
| -4% | -$9.54K | 0.01% | 548 |
|
|
2024
Q2 | $263K | Sell |
4,073
-279
| -6% | -$18.8K | 0.01% | 546 |
|
|
2024
Q1 | $313K | Hold |
4,352
| – | – | 0.01% | 511 |
|
|
2023
Q4 | $277K | Sell |
4,352
-357
| -8% | -$20.8K | 0.01% | 541 |
|
|
2023
Q3 | $284K | Sell |
4,709
-317
| -6% | -$19.5K | 0.01% | 499 |
|
|
2023
Q2 | $300K | Sell |
5,026
-246
| -5% | -$14.3K | 0.01% | 496 |
|
|
2023
Q1 | $303K | Hold |
5,272
| – | – | 0.01% | 464 |
|
|
2022
Q4 | $307K | Sell |
5,272
-410
| -7% | -$23.1K | 0.03% | 418 |
|
|
2022
Q3 | $279K | Hold |
5,682
| – | – | 0.01% | 483 |
|
|
2022
Q2 | $307K | Hold |
5,682
| – | – | 0.01% | 465 |
|
|
2022
Q1 | $342K | Hold |
5,682
| – | – | 0.01% | 491 |
|
|
2021
Q4 | $346K | Sell |
5,682
-922
| -14% | -$57.1K | 0.01% | 497 |
|
|
2021
Q3 | $392K | Hold |
6,604
| – | – | 0.02% | 435 |
|
|
2021
Q2 | $409K | Sell |
6,604
-263
| -4% | -$16.4K | 0.02% | 435 |
|
|
2021
Q1 | $418K | Hold |
6,867
| – | – | 0.01% | 429 |
|
|
2020
Q4 | $395K | Sell |
6,867
-487
| -7% | -$26.6K | 0.02% | 409 |
|
|
2020
Q3 | $373K | Hold |
7,354
| – | – | 0.02% | 486 |
|
|
2020
Q2 | $404K | Sell |
7,354
-380
| -5% | -$19.9K | 0.02% | 367 |
|
|
2020
Q1 | $358K | Sell |
7,734
-327
| -4% | -$19.5K | 0.03% | 354 |
|
|
2019
Q4 | $528K | Sell |
8,061
-475
| -6% | -$29.5K | 0.03% | 340 |
|
|
2019
Q3 | $506K | Sell |
8,536
-223
| -3% | -$12.9K | 0.03% | 340 |
|
|
2019
Q2 | $491K | Buy |
8,759
+8,276
| +1,713% | +$446K | 0.03% | 352 |
|
|
2019
Q1 | $9.24K | Sell |
483
-8,757
| -95% | -$438K | 0.04% | 427 |
|
|
2018
Q4 | $427K | Hold |
9,240
| – | – | 0.03% | 352 |
|
|
2018
Q3 | $565K | Hold |
9,240
| – | – | 0.03% | 332 |
|
|
2018
Q2 | $578K | Hold |
9,240
| – | – | 0.04% | 310 |
|
|
2018
Q1 | $692K | Sell |
9,240
-1,004
| -10% | -$74.8K | 0.05% | 286 |
|
|
2017
Q4 | $736K | Hold |
10,244
| – | – | 0.05% | 285 |
|
|
2017
Q3 | $625K | Hold |
10,244
| – | – | 0.04% | 303 |
|
|
2017
Q2 | $551K | Hold |
10,244
| – | – | 0.04% | 338 |
|
|
2017
Q1 | $517K | Hold |
10,244
| – | – | 0.04% | 358 |
|
|
2016
Q4 | $506K | Sell |
10,244
-2,252
| -18% | -$105K | 0.04% | 356 |
|
|
2016
Q3 | $570K | Hold |
12,496
| – | – | 0.05% | 329 |
|
|
2016
Q2 | $601K | Hold |
12,496
| – | – | 0.05% | 324 |
|
|
2016
Q1 | $538K | Hold |
12,496
| – | – | 0.05% | 338 |
|
|
2015
Q4 | $655K | Hold |
12,496
| – | – | 0.07% | 271 |
|
|
2015
Q3 | $603K | Hold |
12,496
| – | – | 0.07% | 288 |
|
|
2015
Q2 | $613K | Hold |
12,496
| – | – | 0.06% | 307 |
|
|
2015
Q1 | $551K | Sell |
12,496
-994
| -7% | -$41.7K | 0.06% | 352 |
|
|
2014
Q4 | $540K | Sell |
13,490
-1,733
| -11% | -$66.4K | 0.06% | 336 |
|
|
2014
Q3 | $550K | Hold |
15,223
| – | – | 0.07% | 304 |
|
|
2014
Q2 | $499K | Hold |
15,223
| – | – | 0.07% | 347 |
|
|
2014
Q1 | $512K | Hold |
15,223
| – | – | 0.08% | 312 |
|
|
2013
Q4 | $529K | Hold |
15,223
| – | – | 0.08% | 296 |
|
|
2013
Q3 | $471K | Hold |
15,223
| – | – | 0.08% | 311 |
|
|
2013
Q2 | $433K | Buy |
+15,223
| New | +$441K | 0.08% | 313 |
|
Other funds holding SEIC
VPM
VCM
