Smithbridge Asset 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
2025
Q2
$2.35M Hold
2025
Q1
$2.03M Buy
2024
Q3
$1.81M Hold
2024
Q2
$1.69M Hold
2024
Q1
$1.88M Hold
2023
Q4
$1.67M Hold
2023
Q3
$1.58M Hold
2023
Q2
$1.56M Hold
2023
Q1
$1.51M Buy
2022
Q4
$1.5M Buy