EI
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Ellevest Inc’s SLM Corp SLM Stock Holding History

Ellevest Inc’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 		– Sell
-206
Closed -$2.55K – 1426
2023
Q1 		$2.55K Sell
206
-803
-80% -$11.9K ﹤0.01% 1396
2022
Q4 		$16.7K Buy
1,009
+149
+17% +$2.44K ﹤0.01% 907
2022
Q3 		$12K Buy
860
+847
+6,515% +$13.1K ﹤0.01% 953
2022
Q2 		$0 Buy
+13
New +$225 ﹤0.01% 1660
2022
Q1 		– Sell
-102
Closed -$2K – 1614
2021
Q4 		$2K Buy
+102
New +$1.87K ﹤0.01% 1197
2020
Q2 		– Sell
-258
Closed -$2K – 1312
2020
Q1 		$2K Buy
258
+57
+28% +$550 ﹤0.01% 791
2019
Q4 		$2K Buy
+201
New +$1.75K ﹤0.01% 693

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 $3.37T AUM 44.26% 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

Ellevest Inc's SLM Position: Q2 2023 in Review

Ellevest Inc sold out of SLM Corp (SLM) in Q2 2023, closing a stake of 206 shares — an estimated $2.55K sold.

Ellevest Inc first reported a position in SLM in Q4 2019 and held it in 7 quarters. The position peaked at $16.7K in Q4 2022. 289 funds tracked by Wall St. Rank hold SLM as of Q2 2023.

  • Ellevest Inc reported no remaining SLM Corp position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 206 SLM Corp shares in Q2 2023, an estimated $2.55K.
  • Ellevest Inc first reported a position in SLM Corp in Q4 2019 and held it in 7 quarters.
  • Ellevest Inc's SLM Corp position peaked at $16.7K in Q4 2022.
  • 289 funds tracked by Wall St. Rank held SLM Corp as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.