USA Financial Formulas’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
Q4
$492 Buy
2019
Q1
Sell
2018
Q4
$294K Buy
2018
Q3
Sell
2018
Q2
$1.14M Sell
2018
Q1
$1.15M Sell
2017
Q4
$1.14M Buy
2017
Q3
$295K Buy
2016
Q1
Sell
2015
Q4
$585K Sell
2015
Q3
$656K Sell
2015
Q2
$926K Buy