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Valeo Financial Advisors’s SLM Corp SLM Stock Holding History

Valeo 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
2021
Q2 		– Sell
-23
Closed – – 1604
2021
Q1 		$0 Buy
+23
New +$349 ﹤0.01% 2167
2018
Q4 		– Sell
-160
Closed -$1.59K – 1700
2018
Q3 		$2K Hold
160
– – ﹤0.01% 1511
2018
Q2 		$2K Hold
160
– – ﹤0.01% 1377
2018
Q1 		$2K Hold
160
– – ﹤0.01% 1355
2017
Q4 		$2K Buy
160
+7
+5% +$77 ﹤0.01% 1208
2017
Q3 		$2K Buy
+153
New +$1.66K ﹤0.01% 1042

Other funds holding SLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Valeo Financial Advisors's SLM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of SLM Corp (SLM) in Q2 2021, closing a stake of 23 shares.

Valeo Financial Advisors first reported a position in SLM in Q3 2017 and held it in 6 quarters. The position peaked at $2K in Q3 2018. 330 funds tracked by Wall St. Rank hold SLM as of Q2 2021.

  • Valeo Financial Advisors reported no remaining SLM Corp position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 23 SLM Corp shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in SLM Corp in Q3 2017 and held it in 6 quarters.
  • Valeo Financial Advisors's SLM Corp position peaked at $2K in Q3 2018.
  • 330 funds tracked by Wall St. Rank held SLM Corp as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.