Patten & Patten’s SEI Investments SEIC Stock Holding History

Patten & Patten’s Portfolio SEIC Stock Details SEIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$798K	Hold
2025 Q2	$845K	Sell
2025 Q1	$737K	Hold
2024 Q4	$784K	Hold
2024 Q3	$657K	Hold
2024 Q2	$615K	Hold
2024 Q1	$683K	Hold
2023 Q4	$604K	Hold
2023 Q3	$572K	Buy