Simt Tax MGD SM Mid Cap-FSTMSX
13F holders, Q4 2024 (December 31)1holders
1new positions
1sold out
$22.97avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Simt Tax MGD SM Mid Cap-F (STMSX) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holder was Brooklyn Investment Group ($6K).
- Company
- Simt Tax MGD SM Mid Cap-F
- Filed as
- SEI Tax Managed Small/Mid Cap (Q4 2024)
- CUSIP
- 783925563
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $6K |
| Exits | 1 | $228K |
All 13F filers, Q3 2024 → Q4 2024: 243 shares bought and 8,189 shares sold, net −7,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Brooklyn Investment Group | 0.00% | New | 243 | $6K |
"% 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.