Simt Tax MGD SM Mid Cap-FSTMSX
13F holders, Q3 2024 (September 30)1holders
0new positions
0sold out
$27.84avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding Simt Tax MGD SM Mid Cap-F (STMSX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holder was Violich Capital Management, Inc. ($228K).
- Company
- Simt Tax MGD SM Mid Cap-F
- Filed as
- SEI Tax Managed Small/Mid Cap (Q3 2024)
- CUSIP
- 783925563
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 1 holders
| Violich Capital Management, Inc. | 0.03% | No change | 8,189 | $228K |
"% 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.