TrueWealth LLC’s SLM Corp SLM Stock Holding History

TrueWealth LLC’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
2020 Q1	–	Sell	-251	Closed	-$2K	–	786
2019 Q4	$2K	Hold	251	–	–	﹤0.01%	683
2019 Q3	$2K	Hold	251	–	–	﹤0.01%	649
2019 Q2	$2K	Hold	251	–	–	﹤0.01%	666
2019 Q1	$2K	Hold	251	–	–	﹤0.01%	674
2018 Q4	$2K	Hold	251	–	–	﹤0.01%	672
2018 Q3	$3K	Hold	251	–	–	﹤0.01%	695
2018 Q2	$3K	Hold	251	–	–	﹤0.01%	701
2018 Q1	$3K	Hold	251	–	–	﹤0.01%	665
2017 Q4	$3K	Buy	+251	New	+$2.75K	﹤0.01%	772

Other funds holding SLM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

FTCM

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TrueWealth LLC's SLM Position: Q1 2020 in Review

TrueWealth LLC sold out of SLM Corp (SLM) in Q1 2020, closing a stake of 251 shares — an estimated $2K sold.

TrueWealth LLC first reported a position in SLM in Q4 2017 and held it in 9 quarters. The position peaked at $3K in Q3 2018. 294 funds tracked by Wall St. Rank hold SLM as of Q1 2020.

TrueWealth LLC reported no remaining SLM Corp position as of Q1 2020 after selling out during the quarter.
TrueWealth LLC sold 251 SLM Corp shares in Q1 2020, an estimated $2K.
TrueWealth LLC first reported a position in SLM Corp in Q4 2017 and held it in 9 quarters.
TrueWealth LLC's SLM Corp position peaked at $3K in Q3 2018.
294 funds tracked by Wall St. Rank held SLM Corp as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.