Creative Planning’s Super League Enterprise SLE Stock Holding History

Creative Planning’s Portfolio SLE Stock Details SLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2	Closed	-$5.81K	–	3023
2023 Q2	$5.81K	Buy	2 +1	+100%	+$5.08K	﹤0.01%	2566
2023 Q1	$6.75K	Sell	1 -1	-50%	-$5.39K	﹤0.01%	2478
2022 Q4	$5.29K	Hold	2	–	–	﹤0.01%	2389
2022 Q3	$11K	Buy	2 +1	+100%	+$8.7K	﹤0.01%	2223
2022 Q2	$10K	Hold	1	–	–	﹤0.01%	2194
2022 Q1	$19K	Hold	1	–	–	﹤0.01%	2143
2021 Q4	$24K	Hold	1	–	–	﹤0.01%	2033
2021 Q3	$31K	Hold	1	–	–	﹤0.01%	2027
2021 Q2	$54K	Hold	1	–	–	﹤0.01%	1933
2021 Q1	$74K	Buy	+1	New	+$45.3K	﹤0.01%	2298
2019 Q4	–	Sell	-1	Closed	-$53K	–	2100
2019 Q3	$53K	Buy	+1	New	+$62.1K	﹤0.01%	1785
2019 Q2	–	Sell	-4	Closed	-$282K	–	2113
2019 Q1	$282K	Buy	+4	New	+$307K	﹤0.01%	1363

Other funds holding SLE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Creative Planning's SLE Position: Q3 2023 in Review

Creative Planning sold out of Super League Enterprise (SLE) in Q3 2023, closing a stake of 2 shares — an estimated $5.81K sold.

Creative Planning first reported a position in SLE in Q1 2019 and held it in 12 quarters. The position peaked at $282K in Q1 2019. 7 funds tracked by Wall St. Rank hold SLE as of Q3 2023.

Creative Planning reported no remaining Super League Enterprise position as of Q3 2023 after selling out during the quarter.
Creative Planning sold 2 Super League Enterprise shares in Q3 2023, an estimated $5.81K.
Creative Planning first reported a position in Super League Enterprise in Q1 2019 and held it in 12 quarters.
Creative Planning's Super League Enterprise position peaked at $282K in Q1 2019.
7 funds tracked by Wall St. Rank held Super League Enterprise as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.