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BerganKDV Wealth Management’s SLM Corp SLM Stock Holding History

BerganKDV 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
Q2 		$13.9K Hold
850
– – ﹤0.01% 524
2023
Q1 		$10.5K Hold
850
– – ﹤0.01% 596
2022
Q4 		$14.1K Hold
850
– – ﹤0.01% 535
2022
Q3 		$12K Hold
850
– – ﹤0.01% 557
2022
Q2 		$14K Hold
850
– – ﹤0.01% 538
2022
Q1 		$16K Hold
850
– – ﹤0.01% 541
2021
Q4 		$17K Buy
+850
New +$15.6K ﹤0.01% 569

Other funds holding SLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

BerganKDV Wealth Management's SLM Position: Q2 2023 in Review

BerganKDV Wealth Management held its SLM Corp (SLM) position steady in Q2 2023 at 850 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

BerganKDV Wealth Management first reported a position in SLM in Q4 2021 and has held it in 7 quarters since. The position peaked at $17K in Q4 2021. 289 funds tracked by Wall St. Rank hold SLM as of Q2 2023.

  • BerganKDV Wealth Management held 850 shares of SLM Corp worth $13.9K as of Q2 2023.
  • BerganKDV Wealth Management left its SLM Corp share count unchanged in Q2 2023.
  • SLM Corp made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #524 holding.
  • BerganKDV Wealth Management first reported a position in SLM Corp in Q4 2021 and has held it in 7 quarters since.
  • BerganKDV Wealth Management's SLM Corp position peaked at $17K in Q4 2021.
  • 289 funds tracked by Wall St. Rank held SLM Corp as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.