MFG
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Mendota Financial Group’s Navient NAVI Stock Holding History

Mendota Financial Group’s Portfolio NAVI Stock Details NAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5
Closed -$78 – 878
2024
Q3 		$78 Buy
+5
New +$77 ﹤0.01% 1025

Other funds holding NAVI

SIM
Sherborne Investors Management New York $241M AUM 35.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mendota Financial Group's NAVI Position: Q4 2024 in Review

Mendota Financial Group sold out of Navient (NAVI) in Q4 2024, closing a stake of 5 shares — an estimated $78 sold.

Mendota Financial Group first reported a position in NAVI in Q3 2024 and held it in 1 quarter. The position peaked at $78 in Q3 2024. 240 funds tracked by Wall St. Rank hold NAVI as of Q4 2024.

  • Mendota Financial Group reported no remaining Navient position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 5 Navient shares in Q4 2024, an estimated $78.
  • Mendota Financial Group first reported a position in Navient in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Navient position peaked at $78 in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Navient as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.