Ownership history in CHOREO, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which CHOREO, LLC reported a position in SEI INVESTMENTS CO (SEIC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 2,697 | +197 | +7.9% | 0.00% | $229K | $84.33 |
| 2025 Q2 | REDUCED | 2,500 | -113,353 | -97.8% | 0.00% | $225K | $89.31 |
| 2023 Q1 | ADDED | 115,853 | +53 | +0.0% | 0.24% | $6.7M | $55.34 |
| 2022 Q4 | UNCHANGED | 115,800 | — | 0% | 0.33% | $6.8M | $56.06 |
As of 2025 Q4 — sorted by position size