SGI
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Summit Global Investments’s SLM Corp SLM Stock Holding History

Summit Global Investments’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
2022
Q3 		– Sell
-58,274
Closed -$929K – 498
2022
Q2 		$929K Buy
58,274
+5,070
+10% +$87.7K 0.08% 231
2022
Q1 		$977K Sell
53,204
-91,578
-63% -$1.73M 0.07% 242
2021
Q4 		$2.85M Buy
144,782
+5,032
+4% +$92.2K 0.18% 106
2021
Q3 		$2.46M Buy
139,750
+74,478
+114% +$1.4M 0.18% 106
2021
Q2 		$1.37M Buy
65,272
+41,721
+177% +$822K 0.08% 177
2021
Q1 		$423K Buy
+23,551
New +$357K 0.03% 385

Other funds holding SLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Global Investments's SLM Position: Q3 2022 in Review

Summit Global Investments sold out of SLM Corp (SLM) in Q3 2022, closing a stake of 58,274 shares — an estimated $929K sold.

Summit Global Investments first reported a position in SLM in Q1 2021 and held it in 6 quarters. The position peaked at $2.85M in Q4 2021. 304 funds tracked by Wall St. Rank hold SLM as of Q3 2022.

  • Summit Global Investments reported no remaining SLM Corp position as of Q3 2022 after selling out during the quarter.
  • Summit Global Investments sold 58,274 SLM Corp shares in Q3 2022, an estimated $929K.
  • Summit Global Investments first reported a position in SLM Corp in Q1 2021 and held it in 6 quarters.
  • Summit Global Investments's SLM Corp position peaked at $2.85M in Q4 2021.
  • 304 funds tracked by Wall St. Rank held SLM Corp as of Q3 2022.

Based on Summit Global Investments's 13F filing for Q3 2022, filed 14 Nov 2022.