Private Ocean’s SLM Corp SLM Stock Holding History

Private Ocean’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
2019 Q4	–	Sell	-300	Closed	-$3K	–	606
2019 Q3	$3K	Hold	300	–	–	﹤0.01%	519
2019 Q2	$2K	Hold	300	–	–	﹤0.01%	425
2019 Q1	$3K	Hold	300	–	–	﹤0.01%	373
2018 Q4	$2K	Buy	+300	New	+$2.99K	﹤0.01%	328
2018 Q1	–	Sell	-231	Closed	-$3K	–	505
2017 Q4	$3K	Buy	+231	New	+$2.53K	﹤0.01%	330

Other funds holding SLM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

FTCM

Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

Private Ocean's SLM Position: Q4 2019 in Review

Private Ocean sold out of SLM Corp (SLM) in Q4 2019, closing a stake of 300 shares — an estimated $3K sold.

Private Ocean first reported a position in SLM in Q4 2017 and held it in 5 quarters. The position peaked at $3K in Q3 2019. 315 funds tracked by Wall St. Rank hold SLM as of Q4 2019.

Private Ocean reported no remaining SLM Corp position as of Q4 2019 after selling out during the quarter.
Private Ocean sold 300 SLM Corp shares in Q4 2019, an estimated $3K.
Private Ocean first reported a position in SLM Corp in Q4 2017 and held it in 5 quarters.
Private Ocean's SLM Corp position peaked at $3K in Q3 2019.
315 funds tracked by Wall St. Rank held SLM Corp as of Q4 2019.

Based on Private Ocean's 13F filing for Q4 2019, filed 5 Feb 2020.