SEI Investments
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SEI Investments’s FiscalNote NOTE Stock Holding History

SEI Investments’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,367
Closed -$81.1K – 2876
2025
Q1 		$81.1K Buy
+8,367
New +$81.1K ﹤0.01% 2633