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Atom Investors’s Navient NAVI Stock Holding History

Atom Investors’s Portfolio NAVI Stock Details NAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-15,756
Closed -$155K – 370
2020
Q4 		$155K Buy
+15,756
New +$150K 0.02% 330
2019
Q2 		– Sell
-12,792
Closed -$148K – 544
2019
Q1 		$148K Sell
12,792
-6,309
-33% -$72.2K 0.01% 489
2018
Q4 		$168K Buy
+19,101
New +$219K 0.02% 509

Other funds holding NAVI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atom Investors's NAVI Position: Q1 2021 in Review

Atom Investors sold out of Navient (NAVI) in Q1 2021, closing a stake of 15,756 shares — an estimated $155K sold.

Atom Investors first reported a position in NAVI in Q4 2018 and held it in 3 quarters. The position peaked at $168K in Q4 2018. 277 funds tracked by Wall St. Rank hold NAVI as of Q1 2021.

  • Atom Investors reported no remaining Navient position as of Q1 2021 after selling out during the quarter.
  • Atom Investors sold 15,756 Navient shares in Q1 2021, an estimated $155K.
  • Atom Investors first reported a position in Navient in Q4 2018 and held it in 3 quarters.
  • Atom Investors's Navient position peaked at $168K in Q4 2018.
  • 277 funds tracked by Wall St. Rank held Navient as of Q1 2021.

Based on Atom Investors's 13F filing for Q1 2021, filed 17 May 2021.