P2P
SEIC icon

Phase 2 Partners’s SEI Investments SEIC Stock Holding History

Phase 2 Partners’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
2024
Q4 		$3.17M Buy
+38,418
New +$3.01M 2.38% 19
2023
Q4 		– Sell
-163,528
Closed -$9.85M – 29
2023
Q3 		$9.85M Buy
+163,528
New +$10.1M 4.35% 13

Other funds holding SEIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Phase 2 Partners's SEIC Position: Q4 2024 in Review

Phase 2 Partners opened a new position in SEI Investments (SEIC) in Q4 2024: 38,418 shares worth $3.17M. The stake represents 2.38% of the portfolio and ranks #19 among its holdings. This is a return to the name: Phase 2 Partners previously reported a position in SEIC as recently as Q3 2023.

Phase 2 Partners first reported a position in SEIC in Q3 2023 and has held it in 2 quarters since. The position peaked at $9.85M in Q3 2023. 539 funds tracked by Wall St. Rank hold SEIC as of Q4 2024.

  • Phase 2 Partners held 38,418 shares of SEI Investments worth $3.17M as of Q4 2024.
  • SEI Investments was a new Phase 2 Partners position in Q4 2024.
  • SEI Investments made up 2.38% of Phase 2 Partners's portfolio in Q4 2024, its #19 holding.
  • Phase 2 Partners first reported a position in SEI Investments in Q3 2023 and has held it in 2 quarters since.
  • Phase 2 Partners's SEI Investments position peaked at $9.85M in Q3 2023.
  • 539 funds tracked by Wall St. Rank held SEI Investments as of Q4 2024.

Based on Phase 2 Partners's 13F filing for Q4 2024, filed 14 Feb 2025.