Y-Intercept (HK)’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 | $322K | Buy |
+3,585
| New | +$322K | 0.01% | 1340 |
|
|
2024
Q1 | – | Sell |
-3,368
| Closed | -$214K | – | 1718 |
|
|
2023
Q4 | $214K | Sell |
3,368
-16,426
| -83% | -$1.04M | 0.02% | 980 |
|
|
2023
Q3 | $1.19M | Sell |
19,794
-2,025
| -9% | -$122K | 0.12% | 259 |
|
|
2023
Q2 | $1.3M | Buy |
21,819
+5,653
| +35% | +$337K | 0.14% | 204 |
|
|
2023
Q1 | $930K | Buy |
16,166
+439
| +3% | +$25.3K | 0.11% | 277 |
|
|
2022
Q4 | $917K | Buy |
+15,727
| New | +$917K | 0.14% | 221 |
|
|
2022
Q3 | – | Sell |
-3,929
| Closed | -$212K | – | 1236 |
|
|
2022
Q2 | $212K | Buy |
+3,929
| New | +$212K | 0.03% | 664 |
|
|
2022
Q1 | – | Sell |
-5,581
| Closed | -$340K | – | 925 |
|
|
2021
Q4 | $340K | Buy |
5,581
+600
| +12% | +$36.6K | 0.08% | 357 |
|
|
2021
Q3 | $295K | Sell |
4,981
-567
| -10% | -$33.6K | 0.05% | 468 |
|
|
2021
Q2 | $344K | Buy |
+5,548
| New | +$344K | 0.09% | 368 |
|