A detailed history of Union Heritage Capital, LLC transactions in Sei Investments CO stock. As of the latest transaction made, Union Heritage Capital, LLC holds 59,050 shares of SEIC stock, worth $4.89 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares
59,050
Previous 59,050 -0.0%
Holding current value
$4.89 Million
Previous $3.4 Million 3.62%
% of portfolio
1.91%
Previous 2.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 26, 2022

SELL
$55.39 - $63.59 $138,475 - $158,975
-2,500 Reduced 4.06%
59,050 $3.56 Million
Q1 2021

May 17, 2021

BUY
$52.85 - $61.81 $3.25 Million - $3.8 Million
61,550 New
61,550 $3.75 Billion

Others Institutions Holding SEIC

About SEI INVESTMENTS CO


  • Ticker SEIC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 134,828,000
  • Market Cap $11.2B
  • Description
  • SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its...
More about SEIC
Track This Portfolio

Track Union Heritage Capital, LLC Portfolio

Follow Union Heritage Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Union Heritage Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Union Heritage Capital, LLC with notifications on news.