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	–	393
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 $5.7T AUM 30.48% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return