JWWM
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Johnson & White Wealth Management’s SLM Corp SLM Stock Holding History

Johnson & White 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
2023
Q1 		– Sell
-12,287
Closed -$430K – 116
2022
Q4 		$430K Buy
+12,287
New +$201K 0.43% 57

Other funds holding SLM

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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

Johnson & White Wealth Management's SLM Position: Q1 2023 in Review

Johnson & White Wealth Management sold out of SLM Corp (SLM) in Q1 2023, closing a stake of 12,287 shares — an estimated $430K sold.

Johnson & White Wealth Management first reported a position in SLM in Q4 2022 and held it in 1 quarter. The position peaked at $430K in Q4 2022. 297 funds tracked by Wall St. Rank hold SLM as of Q1 2023.

  • Johnson & White Wealth Management reported no remaining SLM Corp position as of Q1 2023 after selling out during the quarter.
  • Johnson & White Wealth Management sold 12,287 SLM Corp shares in Q1 2023, an estimated $430K.
  • Johnson & White Wealth Management first reported a position in SLM Corp in Q4 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's SLM Corp position peaked at $430K in Q4 2022.
  • 297 funds tracked by Wall St. Rank held SLM Corp as of Q1 2023.

Based on Johnson & White Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.