Number of Shares
30,723.00
Current Holdings Value*
$1.90 Mil
% of Portfolio
0.74%
Total Estimate Gain
$776,973.57
% of Total Estimate Gain
31.24%

SIMT SMALL CAP GROWTH FUND's Dutch Bros Inc Holding Summary

As of 2025-03-31, SEI INSTITUTIONAL MANAGED TRUST held 30,723.00 shares of Dutch Bros Inc(BROS), totaling $1.90 Mil. This investment constitutes 0.74% of their stock portfolio, and SEI INSTITUTIONAL MANAGED TRUST now holds 0.02% of the outstanding Dutch Bros Inc(BROS) stock.

The initial trade took place in 2021Q4. And since then SIMT SMALL CAP GROWTH FUND has made 3 purchases of BROS, at an average price of $41.72, for a total of 59,605.00 shares. In addition, there have been 4 sales at an average price of $39.24 for 28,882.00 shares. Based on historical transaction data and BROS's current price of $69.34, SIMT SMALL CAP GROWTH FUND's estimated gain on his BROS holdings is $776,973.57, reflecting a 31.24% gain to date.

SIMT SMALL CAP GROWTH FUND BROS ($69.34) Holding Chart

SIMT SMALL CAP GROWTH FUND BROS ($69.34) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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