Oliver Lagore Vanvalin Investment Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio SRLN Stock Details SRLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-9	Closed	-$384	–	819
2023 Q4	$384	Hold	9	–	–	﹤0.01%	699
2023 Q3	$373	Hold	9	–	–	﹤0.01%	779
2023 Q2	$364	Hold	9	–	–	﹤0.01%	734
2023 Q1	$353	Buy	9 +1	+13%	+$42	﹤0.01%	660
2022 Q4	$344	Hold	8	–	–	﹤0.01%	628
2022 Q3	$0	Sell	8 -43	-84%	-$1.82K	﹤0.01%	729
2022 Q2	$2K	Sell	51 -41,141	-100%	-$1.79M	﹤0.01%	516
2022 Q1	$1.83M	Buy	+41,192	New	+$1.86M	1.23%	17

Other funds holding SRLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SRLN Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2024, closing a stake of 9 shares — an estimated $384 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SRLN in Q1 2022 and held it in 8 quarters. The position peaked at $1.83M in Q1 2022. 479 funds tracked by Wall St. Rank hold SRLN as of Q1 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 9 State Street Blackstone Senior Loan ETF shares in Q1 2024, an estimated $384.
Oliver Lagore Vanvalin Investment Group first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and held it in 8 quarters.
Oliver Lagore Vanvalin Investment Group's State Street Blackstone Senior Loan ETF position peaked at $1.83M in Q1 2022.
479 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.