SEC 13F Intelligence

Phase 2 Partners, LLC / SEIC

Phase 2 Partners, LLC’s Sei Invts Co Position

Does Phase 2 Partners, LLC own Sei Invts Co (SEIC)? Yes38.4K shares worth $3M (+2.38% of its 13F portfolio) as of Q4 2024, down from 163.5K shares the prior filed quarter.

Position Value
$3M
Q4 2024
Shares
38.4K
% of Portfolio
+2.38%
Quarters Held
2
currently held

Position History SEIC

Reported value by quarter
Q3 ’23: $10MQ3 ’23Q4 ’24: $3MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202438.4K$3M+2.38%
Q3 2023163.5K$10M+4.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phase 2 Partners, LLC’s full portfolio or all institutional holders of SEIC.