United Capital Financial Advisors’s SLM Corp SLM Stock Holding History

United Capital Financial Advisors’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	-418,061	Closed	-$3.73M	–	1346
2019 Q4	$3.73M	Buy	+418,061	New	+$3.63M	0.02%	474
2014 Q3	–	Sell	-26,374	Closed	-$219K	–	1122
2014 Q2	$219K	Sell	26,374 -385,433	-94%	-$3.4M	﹤0.01%	770
2014 Q1	$3.6M	Buy	411,807 +49,676	+14%	+$434K	0.08%	258
2013 Q4	$3.4M	Sell	362,131 -196,224	-35%	-$1.8M	0.12%	179
2013 Q3	$4.97M	Sell	558,355 -195,440	-26%	-$1.71M	0.16%	148
2013 Q2	$6.16M	Buy	+753,795	New	+$5.88M	0.16%	158

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

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $33B AUM 40.62% 1-Year Est. Return

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

United Capital Financial Advisors's SLM Position: Q1 2020 in Review

United Capital Financial Advisors sold out of SLM Corp (SLM) in Q1 2020, closing a stake of 418,061 shares — an estimated $3.73M sold.

United Capital Financial Advisors first reported a position in SLM in Q2 2013 and held it in 6 quarters. The position peaked at $6.16M in Q2 2013. 293 funds tracked by Wall St. Rank hold SLM as of Q1 2020.

United Capital Financial Advisors reported no remaining SLM Corp position as of Q1 2020 after selling out during the quarter.
United Capital Financial Advisors sold 418,061 SLM Corp shares in Q1 2020, an estimated $3.73M.
United Capital Financial Advisors first reported a position in SLM Corp in Q2 2013 and held it in 6 quarters.
United Capital Financial Advisors's SLM Corp position peaked at $6.16M in Q2 2013.
293 funds tracked by Wall St. Rank held SLM Corp as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.