Sumitomo Mitsui DS 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 | – | Sell |
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|
2025
Q1 | $974K | Buy |
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|
2024
Q4 | $648K | Hold |
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|
2024
Q3 | $543K | Hold |
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|
2024
Q2 | $508K | Buy |
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|
2024
Q1 | $563K | Sell |
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|
2023
Q4 | $502K | Hold |
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|
2023
Q3 | $476K | Sell |
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|
2023
Q2 | $473K | Hold |
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|
2023
Q1 | $456K | Hold |
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|
2022
Q4 | $462K | Buy |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q2 | $313K | Hold |
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|
2022
Q1 | $349K | Sell |
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|
2021
Q4 | $358K | Sell |
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|
2021
Q3 | $351K | Sell |
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|
2021
Q2 | $370K | Hold |
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|
2021
Q1 | $363K | Buy |
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|
2020
Q4 | $339K | Sell |
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|
2020
Q3 | $302K | Hold |
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|
2020
Q2 | $328K | Sell |
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|
2020
Q1 | $281K | Sell |
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|
2019
Q4 | $530K | Buy |
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|
2019
Q3 | $373K | Hold |
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|
2019
Q2 | $353K | Sell |
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|
2019
Q1 | $436K | Hold |
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|
2018
Q4 | $386K | Hold |
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|
2018
Q3 | $510K | Hold |
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|
2018
Q2 | $522K | Hold |
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|
2018
Q1 | $626K | Sell |
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|
2017
Q4 | $615K | Sell |
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|
2017
Q3 | $611K | Buy |
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|
2017
Q2 | $534K | Sell |
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|
2017
Q1 | $555K | Buy |
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|
2016
Q4 | $498K | Hold |
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|
2016
Q3 | $460K | Sell |
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|
2016
Q2 | $497K | Buy |
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|
2016
Q1 | $433K | Buy |
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|
2015
Q4 | $460K | Sell |
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|
2015
Q3 | $475K | Hold |
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|
2015
Q2 | $483K | Hold |
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|
2015
Q1 | $434K | Sell |
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|
2014
Q4 | $426K | Sell |
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|
2014
Q3 | $460K | Sell |
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|
2014
Q2 | $495K | Sell |
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|
2014
Q1 | $523K | Buy |
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|
2013
Q4 | $529K | Sell |
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|
2013
Q3 | $592K | Buy |
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|
2013
Q2 | $544K | Buy |
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