Lee Financial’s SLM Corp SLM Stock Holding History

Lee Financial’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 Q3	–	Sell	-10	Closed	–	–	999
2022 Q2	$0	Buy	+10	New	+$173	﹤0.01%	988
2021 Q3	–	Sell	-89	Closed	-$2K	–	728
2021 Q2	$2K	Buy	+89	New	+$1.75K	﹤0.01%	611

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lee Financial's SLM Position: Q3 2022 in Review

Lee Financial sold out of SLM Corp (SLM) in Q3 2022, closing a stake of 10 shares.

Lee Financial first reported a position in SLM in Q2 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 304 funds tracked by Wall St. Rank hold SLM as of Q3 2022.

Lee Financial reported no remaining SLM Corp position as of Q3 2022 after selling out during the quarter.
Lee Financial sold 10 SLM Corp shares in Q3 2022.
Lee Financial first reported a position in SLM Corp in Q2 2021 and held it in 2 quarters.
Lee Financial's SLM Corp position peaked at $2K in Q2 2021.
304 funds tracked by Wall St. Rank held SLM Corp as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.