Portfolio changes · featured 13Fs

Activity

Moves in SEI across featured managers — New / Exit / Add / Reduce.

6 managers with a move of 137 featured filed through 18 Aug 4 shown managers newest 13Fs

SEI · Exit · 14d

4 shown

4 shown · signal ≥1 pp on Add/Reduce · open ticker or manager

ticker	action	manager	Δ port	detail	period
18 Aug 1
SEI	Exit	Nehal Chopra - Ratan Capital Management	−2.31 pp	was 2.3%	Q1→Q2
17 Aug 1
SEI	Exit	Ben Hoskin - Value Aligned Research Advisors	−0.24 pp	was 0.24%	Q1→Q2
14 Aug 2
SEI	Exit	Arnold Van Den Berg - Van Den Berg Management I	−0.19 pp	was 0.19%	Q1→Q2
SEI	Exit	Ron Baron - Bamco Inc. (Baron Capital)	−0.01 pp	was 0.01%	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home