Simt Tax MGD SM Mid Cap-FSTMSX

13F holders, Q1 2024 (March 31)
1holders
$26.50avg. 13F price*

At the end of Q1 2024, 1 institutions reported holding Simt Tax MGD SM Mid Cap-F (STMSX) in their 13F filings. The largest holder was Violich Capital Management, Inc. ($217K).

Company
Simt Tax MGD SM Mid Cap-F
Filed as
SEI Tax Managed Small/Mid Cap (Q1 2024)
CUSIP
783925563
Latest filing quarter
Q2 2025

History

Number of 13F holders

01 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q2 2025: 1Q2 2025

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$217K
Exits0$0

Ownership 1 holders

Violich Capital Management, Inc. 0.03% New 8,189 $217K

"% 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.