Simt Tax MGD SM Mid Cap-FSTMSX
13F holders, Q2 2025 (June 30)1holders
1new positions
0sold out
$22.82avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding Simt Tax MGD SM Mid Cap-F (STMSX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 0 sold out. The largest holder was Brooklyn Investment Group ($12K).
- Company
- Simt Tax MGD SM Mid Cap-F
- Filed as
- SEI Tax Managed Small/Mid Cap (Q2 2025)
- CUSIP
- 783925563
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $12K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q2 2025: 519 shares bought, net +519 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Brooklyn Investment Group | 0.00% | New | 519 | $12K |
"% of holder's portfolio" is STMSX's weight in each manager's 13F, not the share of Simt Tax MGD SM Mid Cap-F the manager owns.