Baystate Wealth Management’s SLM Corp SLM Stock Holding History

Baystate Wealth Management’s Portfolio SLM Stock Details SLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.26K	Hold	65	–	–	﹤0.01%	1128
2023 Q3	$892	Buy	65 +1	+2%	+$15	﹤0.01%	899
2023 Q2	$1.06K	Hold	64	–	–	﹤0.01%	926
2023 Q1	$800	Buy	64 +1	+2%	+$15	﹤0.01%	946
2022 Q4	$1K	Hold	63	–	–	﹤0.01%	905
2022 Q3	$1K	Hold	63	–	–	﹤0.01%	851
2022 Q2	$1K	Buy	63 +1	+2%	+$17	﹤0.01%	870
2022 Q1	$1K	Hold	62	–	–	﹤0.01%	855
2021 Q4	$1K	Buy	62 +1	+2%	+$18	﹤0.01%	848
2021 Q3	$1K	Hold	61	–	–	﹤0.01%	801
2021 Q2	$1K	Hold	61	–	–	﹤0.01%	769
2021 Q1	$1K	Hold	61	–	–	﹤0.01%	698
2020 Q4	$1K	Hold	61	–	–	﹤0.01%	646
2020 Q3	$0	Hold	61	–	–	﹤0.01%	731
2020 Q2	$0	Hold	61	–	–	﹤0.01%	733
2020 Q1	$0	Hold	61	–	–	﹤0.01%	672
2019 Q4	$1K	Hold	61	–	–	﹤0.01%	595
2019 Q3	$1K	Buy	61 +1	+2%	+$9	﹤0.01%	551
2019 Q2	$1K	Hold	60	–	–	﹤0.01%	602
2019 Q1	$1K	Hold	60	–	–	﹤0.01%	617
2018 Q4	$1K	Hold	60	–	–	﹤0.01%	626
2018 Q3	$1K	Hold	60	–	–	﹤0.01%	637
2018 Q2	$1K	Hold	60	–	–	﹤0.01%	649
2018 Q1	$1K	Hold	60	–	–	﹤0.01%	615
2017 Q4	$1K	Hold	60	–	–	﹤0.01%	607
2017 Q3	$1K	Hold	60	–	–	﹤0.01%	588
2017 Q2	$1K	Hold	60	–	–	﹤0.01%	620
2017 Q1	$1K	Buy	+60	New	+$711	﹤0.01%	585

Other funds holding SLM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Baystate Wealth Management's SLM Position: Q4 2023 in Review

Baystate Wealth Management held its SLM Corp (SLM) position steady in Q4 2023 at 65 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Baystate Wealth Management first reported a position in SLM in Q1 2017 and has held it in 28 quarters since. 306 funds tracked by Wall St. Rank hold SLM as of Q4 2023.

Baystate Wealth Management held 65 shares of SLM Corp worth $1.26K as of Q4 2023.
Baystate Wealth Management left its SLM Corp share count unchanged in Q4 2023.
SLM Corp made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1128 holding.
Baystate Wealth Management first reported a position in SLM Corp in Q1 2017 and has held it in 28 quarters since.
306 funds tracked by Wall St. Rank held SLM Corp as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.