Lenox Wealth Advisors’s SLM Corp SLM Stock Holding History

Lenox Wealth Advisors’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 Q3	–	Sell	-35,000	Closed	-$733K	–	782
2021 Q2	$733K	Hold	35,000	–	–	0.09%	50
2021 Q1	$629K	Buy	+35,000	New	+$531K	0.09%	43
2016 Q1	–	Sell	-423	Closed	-$3K	–	392
2015 Q4	$3K	Sell	423 -303	-42%	-$2.06K	﹤0.01%	290
2015 Q3	$5K	Hold	726	–	–	﹤0.01%	259
2015 Q2	$7K	Hold	726	–	–	﹤0.01%	182
2015 Q1	$7K	Hold	726	–	–	﹤0.01%	202
2014 Q4	$7K	Sell	726 -342	-32%	-$3.27K	﹤0.01%	202
2014 Q3	$9K	Buy	+1,068	New	+$9.36K	﹤0.01%	182
2014 Q1	–	Sell	-2,171	Closed	-$20K	–	312
2013 Q4	$20K	Buy	2,171 +585	+37%	+$5.38K	0.01%	113
2013 Q3	$14K	Hold	1,586	–	–	0.01%	84
2013 Q2	$13K	Buy	+1,586	New	+$12.4K	0.01%	95

Other funds holding SLM

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

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

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

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

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lenox Wealth Advisors's SLM Position: Q3 2021 in Review

Lenox Wealth Advisors sold out of SLM Corp (SLM) in Q3 2021, closing a stake of 35,000 shares — an estimated $733K sold.

Lenox Wealth Advisors first reported a position in SLM in Q2 2013 and held it in 11 quarters. The position peaked at $733K in Q2 2021. 321 funds tracked by Wall St. Rank hold SLM as of Q3 2021.

Lenox Wealth Advisors reported no remaining SLM Corp position as of Q3 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 35,000 SLM Corp shares in Q3 2021, an estimated $733K.
Lenox Wealth Advisors first reported a position in SLM Corp in Q2 2013 and held it in 11 quarters.
Lenox Wealth Advisors's SLM Corp position peaked at $733K in Q2 2021.
321 funds tracked by Wall St. Rank held SLM Corp as of Q3 2021.

Based on Lenox Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.