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Grant/GrossMendelsohn, LLC

SEC CIK
0001810677
Latest filing
May 1, 2025

SEIC holding history

SEI Investments Co in every 13F filed by Grant/GrossMendelsohn, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SEIC overviewAll 13F holders of SEICFull Q1 2025 holdings

Shares (Q1 2025)
2,600
Value
$202.2K
% of portfolio
0.1%
Quarters held
9
Since Q1 2022
Holdings of SEIC by Grant/GrossMendelsohn, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20252,600$202.2K0.1%00.0%UnchangedHolders
Q4 20242,600$215.7K0.1%+2,600NewHolders
Q1 20240$00.0%−5,700−100.0%Sold outHolders
Q4 20235,700$364.2K0.2%00.0%UnchangedHolders
Q3 20235,700$343.3K0.1%00.0%UnchangedHolders
Q2 20235,700$343.7K0.1%+5,700NewHolders
Q1 20230$00.0%−5,700−100.0%Sold outHolders
Q4 20225,700$348.6K0.2%00.0%UnchangedHolders
Q3 20225,700$279.0K0.2%00.0%UnchangedHolders
Q2 20225,700$303.0K0.2%00.0%UnchangedHolders
Q1 20225,700$336.0K0.2%+5,700NewHolders