Evoke Wealth’s SLM Corp SLM Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-233	Closed	-$3K	–	1018
2022 Q3	$3K	Hold	233	–	–	﹤0.01%	995
2022 Q2	$4K	Hold	233	–	–	﹤0.01%	952
2022 Q1	$4K	Hold	233	–	–	﹤0.01%	969
2021 Q4	$5K	Hold	233	–	–	﹤0.01%	909
2021 Q3	$4K	Hold	233	–	–	﹤0.01%	909
2021 Q2	$5K	Hold	233	–	–	﹤0.01%	896
2021 Q1	$4K	Hold	233	–	–	﹤0.01%	905
2020 Q4	$3K	Hold	233	–	–	﹤0.01%	840
2020 Q3	$2K	Sell	233 -178	-43%	-$1.3K	﹤0.01%	866
2020 Q2	$3K	Sell	411 -3	-0.7%	-$22	﹤0.01%	815
2020 Q1	$2.98K	Hold	414	–	–	﹤0.01%	728
2019 Q4	$3.69K	Buy	414 +1	+0.2%	+$9	﹤0.01%	974
2019 Q3	$3.65K	Buy	+413	New	+$3.72K	﹤0.01%	1087

Other funds holding SLM

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

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evoke Wealth's SLM Position: Q4 2022 in Review

Evoke Wealth sold out of SLM Corp (SLM) in Q4 2022, closing a stake of 233 shares — an estimated $3K sold.

Evoke Wealth first reported a position in SLM in Q3 2019 and held it in 13 quarters. The position peaked at $5K in Q4 2021. 298 funds tracked by Wall St. Rank hold SLM as of Q4 2022.

Evoke Wealth reported no remaining SLM Corp position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 233 SLM Corp shares in Q4 2022, an estimated $3K.
Evoke Wealth first reported a position in SLM Corp in Q3 2019 and held it in 13 quarters.
Evoke Wealth's SLM Corp position peaked at $5K in Q4 2021.
298 funds tracked by Wall St. Rank held SLM Corp as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.