Sienna Gestion’s SEI Investments SEIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,658	Closed	-$549K	–	198
2024 Q4	$549K	Hold	6,658	–	–	0.04%	150
2024 Q3	$460K	Hold	6,658	–	–	0.03%	181
2024 Q2	$431K	Sell	6,658 -107,390	-94%	-$6.94M	0.04%	131
2024 Q1	$8.2M	Buy	+114,048	New	+$8.2M	0.7%	47