Ellevest Inc’s Nelnet NNI Stock Holding History

Ellevest Inc’s Portfolio NNI Stock Details NNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12	Closed	-$1.09K	–	2012
2022 Q4	$1.09K	Buy	+12	New	+$1.09K	﹤0.01%	1505

Other funds holding NNI

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

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

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

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ellevest Inc's NNI Position: Q1 2023 in Review

Ellevest Inc sold out of Nelnet (NNI) in Q1 2023, closing a stake of 12 shares — an estimated $1.09K sold.

Ellevest Inc first reported a position in NNI in Q4 2022 and held it in 1 quarter. The position peaked at $1.09K in Q4 2022. 151 funds tracked by Wall St. Rank hold NNI as of Q1 2023.

Ellevest Inc reported no remaining Nelnet position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 12 Nelnet shares in Q1 2023, an estimated $1.09K.
Ellevest Inc first reported a position in Nelnet in Q4 2022 and held it in 1 quarter.
Ellevest Inc's Nelnet position peaked at $1.09K in Q4 2022.
151 funds tracked by Wall St. Rank held Nelnet as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.