UMB Bank’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.97M | Sell |
77,526
-4,753
| -6% | -$427K | 0.11% | 143 |
|
|
2025
Q1 | $6.39M | Sell |
82,279
-27,998
| -25% | -$2.17M | 0.11% | 141 |
|
|
2024
Q4 | $9.1M | Buy |
+110,277
| New | +$9.1M | 0.14% | 113 |
|
|
2024
Q1 | – | Sell |
-600
| Closed | -$38.1K | – | 2183 |
|
|
2023
Q4 | $38.1K | Hold |
600
| – | – | ﹤0.01% | 892 |
|
|
2023
Q3 | $36.1K | Hold |
600
| – | – | ﹤0.01% | 906 |
|
|
2023
Q2 | $35.8K | Hold |
600
| – | – | ﹤0.01% | 931 |
|
|
2023
Q1 | $34.5K | Sell |
600
-71
| -11% | -$4.09K | ﹤0.01% | 935 |
|
|
2022
Q4 | $39K | Sell |
671
-5,333
| -89% | -$310K | ﹤0.01% | 914 |
|
|
2022
Q3 | $294K | Sell |
6,004
-11,119
| -65% | -$544K | 0.01% | 513 |
|
|
2022
Q2 | $925K | Buy |
17,123
+16,502
| +2,657% | +$891K | 0.01% | 383 |
|
|
2022
Q1 | $37K | Sell |
621
-223
| -26% | -$13.3K | ﹤0.01% | 1043 |
|
|
2021
Q4 | $52K | Buy |
+844
| New | +$52K | ﹤0.01% | 988 |
|