Phase 2 Partners’s SEI Investments SEIC Stock Holding History

Phase 2 Partners’s Portfolio SEIC Stock Details SEIC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$3.17M	Buy
2023 Q4	–	Sell
2023 Q3	$9.85M	Buy