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Glassman Wealth Services’s SLM Corp SLM Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-8
Closed -$133 – 1976
2022
Q4 		$133 Buy
+8
New +$131 ﹤0.01% 1859
2020
Q2 		– Sell
-13
Closed – – 1504
2020
Q1 		$0 Buy
+13
New +$126 ﹤0.01% 1522

Other funds holding SLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Glassman Wealth Services's SLM Position: Q1 2023 in Review

Glassman Wealth Services sold out of SLM Corp (SLM) in Q1 2023, closing a stake of 8 shares — an estimated $133 sold.

Glassman Wealth Services first reported a position in SLM in Q1 2020 and held it in 2 quarters. The position peaked at $133 in Q4 2022. 297 funds tracked by Wall St. Rank hold SLM as of Q1 2023.

  • Glassman Wealth Services reported no remaining SLM Corp position as of Q1 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 8 SLM Corp shares in Q1 2023, an estimated $133.
  • Glassman Wealth Services first reported a position in SLM Corp in Q1 2020 and held it in 2 quarters.
  • Glassman Wealth Services's SLM Corp position peaked at $133 in Q4 2022.
  • 297 funds tracked by Wall St. Rank held SLM Corp as of Q1 2023.

Based on Glassman Wealth Services's 13F filing for Q1 2023, filed 4 May 2023.