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Roosevelt Investment Group’s SLM Corp SLM Stock Holding History

Roosevelt Investment 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
2013
Q4 		– Sell
-2,309,766
Closed -$20.6M – 277
2013
Q3 		$20.6M Sell
2,309,766
-2,745,199
-54% -$24M 0.91% 35
2013
Q2 		$41.3M Buy
+5,054,965
New +$39.5M 1.85% 23

Other funds holding SLM

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Roosevelt Investment Group's SLM Position: Q4 2013 in Review

Roosevelt Investment Group sold out of SLM Corp (SLM) in Q4 2013, closing a stake of 2,309,766 shares — an estimated $20.6M sold.

Roosevelt Investment Group first reported a position in SLM in Q2 2013 and held it in 2 quarters. The position peaked at $41.3M in Q2 2013. 421 funds tracked by Wall St. Rank hold SLM as of Q4 2013.

  • Roosevelt Investment Group reported no remaining SLM Corp position as of Q4 2013 after selling out during the quarter.
  • Roosevelt Investment Group sold 2,309,766 SLM Corp shares in Q4 2013, an estimated $20.6M.
  • Roosevelt Investment Group first reported a position in SLM Corp in Q2 2013 and held it in 2 quarters.
  • Roosevelt Investment Group's SLM Corp position peaked at $41.3M in Q2 2013.
  • 421 funds tracked by Wall St. Rank held SLM Corp as of Q4 2013.

Based on Roosevelt Investment Group's 13F filing for Q4 2013, filed 6 Feb 2014.