Simt Tax MGD SM Mid Cap-FSTMSX

13F holders, Q2 2024 (June 30)
1holders
0new positions
0sold out
$25.89avg. 13F price*

At the end of Q2 2024, 1 institutions reported holding Simt Tax MGD SM Mid Cap-F (STMSX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holder was Violich Capital Management, Inc. ($212K).

Company
Simt Tax MGD SM Mid Cap-F
Filed as
SEI Tax Managed Small/Mid Cap (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 1 holders

Violich Capital Management, Inc. 0.03% No change 8,189 $212K

"% 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.