Weld Capital Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,080
| Closed | -$349K | – | 523 |
|
|
2020
Q4 | $349K | Buy |
+6,080
| New | +$349K | 0.14% | 245 |
|
|
2020
Q1 | – | Sell |
-9,512
| Closed | -$623K | – | 674 |
|
|
2019
Q4 | $623K | Sell |
9,512
-29,465
| -76% | -$1.93M | 0.12% | 284 |
|
|
2019
Q3 | $2.31M | Buy |
38,977
+20,882
| +115% | +$1.24M | 0.42% | 29 |
|
|
2019
Q2 | $1.02M | Buy |
+18,095
| New | +$1.02M | 0.19% | 173 |
|