Simon Quick Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
+3,050
| New | +$274K | 0.01% | 643 |
|
|
2020
Q1 | – | Sell |
-104
| Closed | -$7K | – | 679 |
|
|
2019
Q4 | $7K | Buy |
104
+19
| +22% | +$1.28K | ﹤0.01% | 448 |
|
|
2019
Q3 | $5K | Hold |
85
| – | – | ﹤0.01% | 306 |
|
|
2019
Q2 | $4.77K | Hold |
85
| – | – | ﹤0.01% | 284 |
|
|
2019
Q1 | $4K | Hold |
85
| – | – | ﹤0.01% | 368 |
|
|
2018
Q4 | $4K | Hold |
85
| – | – | ﹤0.01% | 296 |
|
|
2018
Q3 | $5K | Hold |
85
| – | – | ﹤0.01% | 262 |
|
|
2018
Q2 | $5K | Hold |
85
| – | – | ﹤0.01% | 294 |
|
|
2018
Q1 | $6K | Hold |
85
| – | – | ﹤0.01% | 256 |
|
|
2017
Q4 | $6K | Buy |
+85
| New | +$6K | ﹤0.01% | 358 |
|