Stifel Financial’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 | $7.94M | Buy |
101,218
+4,533
| +5% | +$373K | 0.01% | 1075 |
|
|
2025
Q4 | $7.93M | Buy |
96,685
+64,544
| +201% | +$5.3M | 0.01% | 1084 |
|
|
2025
Q3 | $2.73M | Sell |
32,141
-1,706
| -5% | -$152K | ﹤0.01% | 1686 |
|
|
2025
Q2 | $3.04M | Buy |
33,847
+17,305
| +105% | +$1.39M | ﹤0.01% | 1545 |
|
|
2025
Q1 | $1.28M | Sell |
16,542
-765
| -4% | -$61.5K | ﹤0.01% | 2068 |
|
|
2024
Q4 | $1.43M | Sell |
17,307
-17
| -0.1% | -$1.33K | ﹤0.01% | 2017 |
|
|
2024
Q3 | $1.2M | Sell |
17,324
-676
| -4% | -$45.1K | ﹤0.01% | 2106 |
|
|
2024
Q2 | $1.16M | Sell |
18,000
-147
| -0.8% | -$9.88K | ﹤0.01% | 2066 |
|
|
2024
Q1 | $1.3M | Buy |
18,147
+163
| +0.9% | +$10.8K | ﹤0.01% | 2024 |
|
|
2023
Q4 | $1.14M | Buy |
17,984
+10,660
| +146% | +$622K | ﹤0.01% | 2063 |
|
|
2023
Q3 | $441K | Buy |
7,324
+1,671
| +30% | +$103K | ﹤0.01% | 2563 |
|
|
2023
Q2 | $337K | Sell |
5,653
-40
| -0.7% | -$2.33K | ﹤0.01% | 2750 |
|
|
2023
Q1 | $328K | Sell |
5,693
-20,175
| -78% | -$1.21M | ﹤0.01% | 2753 |
|
|
2022
Q4 | $1.51M | Sell |
25,868
-2,574
| -9% | -$145K | ﹤0.01% | 1729 |
|
|
2022
Q3 | $1.4M | Sell |
28,442
-4,741
| -14% | -$259K | ﹤0.01% | 1718 |
|
|
2022
Q2 | $1.79M | Sell |
33,183
-6,421
| -16% | -$361K | ﹤0.01% | 1565 |
|
|
2022
Q1 | $2.38M | Buy |
39,604
+19,633
| +98% | +$1.17M | ﹤0.01% | 1493 |
|
|
2021
Q4 | $1.22M | Buy |
19,971
+783
| +4% | +$48.5K | ﹤0.01% | 1970 |
|
|
2021
Q3 | $1.14M | Buy |
19,188
+609
| +3% | +$37.2K | ﹤0.01% | 1991 |
|
|
2021
Q2 | $1.15M | Buy |
18,579
+97
| +0.5% | +$6.04K | ﹤0.01% | 1990 |
|
|
2021
Q1 | $1.13M | Sell |
18,482
-854
| -4% | -$50K | ﹤0.01% | 1915 |
|
|
2020
Q4 | $1.11M | Buy |
19,336
+7,203
| +59% | +$393K | ﹤0.01% | 1767 |
|
|
2020
Q3 | $615K | Buy |
12,133
+167
| +1% | +$8.82K | ﹤0.01% | 1958 |
|
|
2020
Q2 | $658K | Buy |
11,966
+344
| +3% | +$18K | ﹤0.01% | 1842 |
|
|
2020
Q1 | $539K | Buy |
11,622
+353
| +3% | +$21K | ﹤0.01% | 1816 |
|
|
2019
Q4 | $737K | Buy |
11,269
+58
| +0.5% | +$3.61K | ﹤0.01% | 2028 |
|
|
2019
Q3 | $664K | Buy |
11,211
+105
| +0.9% | +$6.07K | ﹤0.01% | 2008 |
|
|
2019
Q2 | $624K | Sell |
11,106
-15,419
| -58% | -$831K | ﹤0.01% | 2089 |
|
|
2019
Q1 | $1.39M | Sell |
26,525
-474
| -2% | -$23.7K | ﹤0.01% | 1459 |
|
|
2018
Q4 | $1.25M | Sell |
26,999
-15
| -0.1% | -$790 | ﹤0.01% | 1406 |
|
|
2018
Q3 | $1.65M | Sell |
27,014
-558
| -2% | -$34.6K | ﹤0.01% | 1371 |
|
|
2018
Q2 | $1.73M | Sell |
27,572
-1,715
| -6% | -$114K | 0.01% | 1279 |
|
|
2018
Q1 | $2.19M | Sell |
29,287
-1,149
| -4% | -$85.6K | 0.01% | 1111 |
|
|
2017
Q4 | $2.19M | Sell |
30,436
-1,262
| -4% | -$84.5K | 0.01% | 1106 |
|
|
2017
Q3 | $1.93M | Sell |
31,698
-153
| -0.5% | -$8.69K | 0.01% | 1141 |
|
|
2017
Q2 | $1.71M | Sell |
31,851
-2,297
| -7% | -$118K | 0.01% | 1174 |
|
|
2017
Q1 | $1.72M | Buy |
34,148
+1,981
| +6% | +$100K | 0.01% | 1149 |
|
|
2016
Q4 | $1.59M | Buy |
32,167
+749
| +2% | +$35K | 0.01% | 1129 |
|
|
2016
Q3 | $1.43M | Sell |
31,418
-207
| -0.7% | -$9.71K | 0.01% | 1144 |
|
|
2016
Q2 | $1.52M | Sell |
31,625
-159
| -0.5% | -$7.65K | 0.01% | 1131 |
|
|
2016
Q1 | $1.37M | Buy |
31,784
+29
| +0.1% | +$1.19K | 0.01% | 1096 |
|
|
2015
Q4 | $1.66M | Buy |
31,755
+13,202
| +71% | +$687K | 0.01% | 1046 |
|
|
2015
Q3 | $895K | Buy |
18,553
+183
| +1% | +$9.31K | 0.01% | 1271 |
|
|
2015
Q2 | $901K | Buy |
18,370
+50
| +0.3% | +$2.35K | ﹤0.01% | 1393 |
|
|
2015
Q1 | $807K | Buy |
18,320
+20
| +0.1% | +$839 | ﹤0.01% | 1381 |
|
|
2014
Q4 | $733K | Buy |
18,300
+5,000
| +38% | +$192K | ﹤0.01% | 1428 |
|
|
2014
Q3 | $481K | Hold |
13,300
| – | – | ﹤0.01% | 1551 |
|
|
2014
Q2 | $436K | Buy |
13,300
+6,000
| +82% | +$193K | ﹤0.01% | 1574 |
|
|
2014
Q1 | $245K | Buy |
+7,300
| New | +$248K | ﹤0.01% | 1827 |
|
Other funds holding SEIC
VPM
VCM
