HGWM
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Harvest Group Wealth Management’s SLM Corp SLM Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-70
Closed -$1K – 604
2020
Q4 		$1K Hold
70
– – ﹤0.01% 549
2020
Q3 		$1K Buy
+70
New +$512 ﹤0.01% 512
2020
Q1 		– Sell
-122
Closed -$1K – 946
2019
Q4 		$1K Hold
122
– – ﹤0.01% 858
2019
Q3 		$1K Sell
122
-442
-78% -$3.98K ﹤0.01% 918
2019
Q2 		$5K Hold
564
– – 0.01% 362
2019
Q1 		$6K Buy
+564
New +$5.84K 0.01% 355

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
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Harvest Group Wealth Management's SLM Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of SLM Corp (SLM) in Q1 2021, closing a stake of 70 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in SLM in Q1 2019 and held it in 6 quarters. The position peaked at $6K in Q1 2019. 327 funds tracked by Wall St. Rank hold SLM as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining SLM Corp position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 70 SLM Corp shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in SLM Corp in Q1 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's SLM Corp position peaked at $6K in Q1 2019.
  • 327 funds tracked by Wall St. Rank held SLM Corp as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.