Smithbridge Asset Management’s SEI Investments SEIC Stock Holding History

Smithbridge Asset Management’s Portfolio SEIC Stock Details SEIC Fund Activity

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