Zacks Investment Management’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 | – | Sell |
-89,116
| Closed | -$6.92M | – | 768 |
|
|
2025
Q1 | $6.92M | Buy |
89,116
+3,009
| +3% | +$234K | 0.06% | 193 |
|
|
2024
Q4 | $7.1M | Buy |
+86,107
| New | +$7.1M | 0.07% | 191 |
|
|
2016
Q3 | – | Sell |
-4,311
| Closed | -$207K | – | 714 |
|
|
2016
Q2 | $207K | Buy |
+4,311
| New | +$207K | 0.01% | 567 |
|
|
2014
Q4 | – | Sell |
-8,326
| Closed | -$301K | – | 738 |
|
|
2014
Q3 | $301K | Buy |
+8,326
| New | +$301K | 0.01% | 514 |
|