Tandem Investment 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
Q1 | – | Sell |
-7,012
| Closed | -$578K | – | 85 |
|
|
2024
Q4 | $578K | Sell |
7,012
-1,975
| -22% | -$163K | 0.02% | 55 |
|
|
2024
Q3 | $622K | Sell |
8,987
-424,091
| -98% | -$29.4M | 0.02% | 55 |
|
|
2024
Q2 | $28M | Sell |
433,078
-288,192
| -40% | -$18.6M | 1.11% | 34 |
|
|
2024
Q1 | $51.9M | Sell |
721,270
-214,207
| -23% | -$15.4M | 2.01% | 26 |
|
|
2023
Q4 | $59.5M | Sell |
935,477
-282,790
| -23% | -$18M | 2.38% | 24 |
|
|
2023
Q3 | $73.4M | Buy |
1,218,267
+61,228
| +5% | +$3.69M | 3.1% | 10 |
|
|
2023
Q2 | $69M | Buy |
1,157,039
+66,560
| +6% | +$3.97M | 3.03% | 11 |
|
|
2023
Q1 | $62.8M | Buy |
1,090,479
+98,224
| +10% | +$5.65M | 3.01% | 13 |
|
|
2022
Q4 | $57.8M | Buy |
992,255
+65,740
| +7% | +$3.83M | 2.99% | 13 |
|
|
2022
Q3 | $45.4M | Buy |
926,515
+243,522
| +36% | +$11.9M | 2.59% | 15 |
|
|
2022
Q2 | $36.9M | Buy |
+682,993
| New | +$36.9M | 2.17% | 26 |
|