Savant Capital’s SEI Investments SEIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$257K	Sell	2,865 -392	-12%	-$35.2K	﹤0.01%	1482
2025 Q1	$253K	Buy	+3,257	New	+$253K	﹤0.01%	1302
2024 Q2	–	Sell	-3,087	Closed	-$222K	–	1326
2024 Q1	$222K	Buy	+3,087	New	+$222K	﹤0.01%	997