DWM
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Doyle Wealth Management’s SLM Corp SLM Stock Holding History

Doyle 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
2019
Q3 		– Sell
-5,250
Closed -$51K – 673
2019
Q2 		$51K Buy
+5,250
New +$52K 0.01% 363
2019
Q1 		– Sell
-5,250
Closed -$44K – 655
2018
Q4 		$44K Buy
+5,250
New +$52.3K 0.01% 382

Other funds holding SLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Doyle Wealth Management's SLM Position: Q3 2019 in Review

Doyle Wealth Management sold out of SLM Corp (SLM) in Q3 2019, closing a stake of 5,250 shares — an estimated $51K sold.

Doyle Wealth Management first reported a position in SLM in Q4 2018 and held it in 2 quarters. The position peaked at $51K in Q2 2019. 294 funds tracked by Wall St. Rank hold SLM as of Q3 2019.

  • Doyle Wealth Management reported no remaining SLM Corp position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 5,250 SLM Corp shares in Q3 2019, an estimated $51K.
  • Doyle Wealth Management first reported a position in SLM Corp in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's SLM Corp position peaked at $51K in Q2 2019.
  • 294 funds tracked by Wall St. Rank held SLM Corp as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.