Steward Financial Group’s SLM Corp SLM Stock Holding History

Steward 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
2023 Q3	$3K	Buy	+238	New	+$3.58K	﹤0.01%	881
2023 Q2	–	Sell	-217	Closed	-$2K	–	921
2023 Q1	$2K	Buy	217 +131	+152%	+$1.93K	﹤0.01%	531
2022 Q4	$1K	Buy	+86	New	+$1.41K	﹤0.01%	473
2022 Q3	–	Sell	-233	Closed	-$3K	–	1123
2022 Q2	$3K	Buy	+233	New	+$4.03K	﹤0.01%	482

Other funds holding SLM

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

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

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Steward Financial Group's SLM Position: Q3 2023 in Review

Steward Financial Group opened a new position in SLM Corp (SLM) in Q3 2023: 238 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #881 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SLM as recently as Q1 2023.

Steward Financial Group first reported a position in SLM in Q2 2022 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold SLM as of Q3 2023.

Steward Financial Group held 238 shares of SLM Corp worth $3K as of Q3 2023.
SLM Corp was a new Steward Financial Group position in Q3 2023.
SLM Corp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #881 holding.
Steward Financial Group first reported a position in SLM Corp in Q2 2022 and has held it in 4 quarters since.
293 funds tracked by Wall St. Rank held SLM Corp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.