Next Financial Group’s SLM Corp SLM Stock Holding History

Next Financial Group’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 Q4	$8K	Hold	414	–	–	﹤0.01%	2284
2021 Q3	$7K	Hold	414	–	–	﹤0.01%	2162
2021 Q2	$9K	Hold	414	–	–	﹤0.01%	2032
2021 Q1	$7K	Sell	414 -1,292	-76%	-$19.6K	﹤0.01%	2008
2020 Q4	$21K	Buy	1,706 +1,292	+312%	+$13.6K	﹤0.01%	1526
2020 Q3	$3K	Buy	+414	New	+$3.03K	﹤0.01%	1986
2020 Q2	–	Sell	-248	Closed	-$2K	–	1687
2020 Q1	$2K	Sell	248 -410	-62%	-$3.96K	﹤0.01%	1949
2019 Q4	$6K	Buy	658 +86	+15%	+$747	﹤0.01%	1928
2019 Q3	$5K	Sell	572 -567	-50%	-$5.1K	﹤0.01%	1918
2019 Q2	$11K	Sell	1,139 -162	-12%	-$1.6K	﹤0.01%	1663
2019 Q1	$13K	Buy	+1,301	New	+$13.5K	﹤0.01%	1064
2015 Q1	–	Sell	-500	Closed	-$5K	–	1954
2014 Q4	$5K	Hold	500	–	–	﹤0.01%	1509
2014 Q3	$4K	Buy	+500	New	+$4.38K	﹤0.01%	2168

Other funds holding SLM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Next Financial Group's SLM Position: Q4 2021 in Review

Next Financial Group held its SLM Corp (SLM) position steady in Q4 2021 at 414 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #2284.

Next Financial Group first reported a position in SLM in Q3 2014 and has held it in 13 quarters since. The position peaked at $21K in Q4 2020. 315 funds tracked by Wall St. Rank hold SLM as of Q4 2021.

Next Financial Group held 414 shares of SLM Corp worth $8K as of Q4 2021.
Next Financial Group left its SLM Corp share count unchanged in Q4 2021.
SLM Corp made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2284 holding.
Next Financial Group first reported a position in SLM Corp in Q3 2014 and has held it in 13 quarters since.
Next Financial Group's SLM Corp position peaked at $21K in Q4 2020.
315 funds tracked by Wall St. Rank held SLM Corp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.