NewEdge Wealth’s SLM Corp SLM Stock Holding History

NewEdge Wealth’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
2026 Q1	$1.13M	Buy	52,810 +22,529	+74%	+$533K	0.01%	586
2025 Q4	$819K	Buy	30,281 +3,022	+11%	+$82.9K	0.01%	689
2025 Q3	$746K	Sell	27,259 -1,396	-5%	-$43.6K	0.01%	635
2025 Q2	$904K	Buy	28,655 +9,020	+46%	+$276K	0.01%	560
2025 Q1	$577K	Buy	19,635 +10,316	+111%	+$302K	0.01%	613
2024 Q4	$257K	Buy	+9,319	New	+$230K	﹤0.01%	804
2023 Q1	–	Sell	-544,646	Closed	-$9.04M	–	639
2022 Q4	$9.04M	Buy	544,646 +22,204	+4%	+$364K	0.39%	78
2022 Q3	$7.31M	Buy	522,442 +51,972	+11%	+$805K	0.35%	82
2022 Q2	$7.5M	Buy	470,470 +13,242	+3%	+$229K	0.34%	77
2022 Q1	$8.39M	Buy	457,228 +15,886	+4%	+$300K	0.37%	73
2021 Q4	$8.68M	Buy	441,342 +9,818	+2%	+$180K	0.36%	71
2021 Q3	$7.59M	Buy	431,524 +29,984	+7%	+$563K	0.45%	58
2021 Q2	$8.41M	Buy	401,540 +40,414	+11%	+$796K	0.64%	49
2021 Q1	$6.49M	Buy	+361,126	New	+$5.48M	0.65%	45

Other funds holding SLM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services

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

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return