UMB Bank’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
Q3 | $6.59M | Buy |
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|
2025
Q2 | $6.97M | Sell |
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|
2025
Q1 | $6.39M | Sell |
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|
2024
Q4 | $9.1M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $38.1K | Hold |
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|
2023
Q3 | $36.1K | Hold |
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|
2023
Q2 | $35.8K | Hold |
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|
2023
Q1 | $34.5K | Sell |
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|
2022
Q4 | $39K | Sell |
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|
2022
Q3 | $294K | Sell |
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|
2022
Q2 | $925K | Buy |
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|
2022
Q1 | $37K | Sell |
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|
2021
Q4 | $52K | Buy |
|