VT
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Vise Technologies’s Navient NAVI Stock Holding History

Vise Technologies’s Portfolio NAVI Stock Details NAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,099
Closed -$228K – 435
2024
Q1 		$228K Sell
13,099
-2,998
-19% -$50.5K 0.04% 342
2023
Q4 		$300K Sell
16,097
-2,643
-14% -$46.1K 0.06% 272
2023
Q3 		$323K Buy
18,740
+233
+1% +$4.2K 0.08% 229
2023
Q2 		$344K Buy
18,507
+101
+0.5% +$1.66K 0.08% 227
2023
Q1 		$294K Sell
18,406
-1,331
-7% -$23.2K 0.08% 250
2022
Q4 		$325K Buy
19,737
+3,841
+24% +$60.8K 0.1% 221
2022
Q3 		$234K Buy
15,896
+814
+5% +$12.4K 0.09% 257
2022
Q2 		$211K Buy
+15,082
New +$235K 0.08% 272

Other funds holding NAVI

SIM
Sherborne Investors Management New York $241M AUM 35.23% 1-Year Est. Return
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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return