AssetMark Inc’s SelectQuote SLQT Stock Holding History

AssetMark Inc’s Portfolio SLQT Stock Details SLQT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-18	Closed	-$67	–	2751
2024 Q4	$67	Buy	+18	New	+$46	﹤0.01%	2557

Other funds holding SLQT

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

ABI

Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AssetMark Inc's SLQT Position: Q1 2025 in Review

AssetMark Inc sold out of SelectQuote (SLQT) in Q1 2025, closing a stake of 18 shares — an estimated $67 sold.

AssetMark Inc first reported a position in SLQT in Q4 2024 and held it in 1 quarter. The position peaked at $67 in Q4 2024. 179 funds tracked by Wall St. Rank hold SLQT as of Q1 2025.

AssetMark Inc reported no remaining SelectQuote position as of Q1 2025 after selling out during the quarter.
AssetMark Inc sold 18 SelectQuote shares in Q1 2025, an estimated $67.
AssetMark Inc first reported a position in SelectQuote in Q4 2024 and held it in 1 quarter.
AssetMark Inc's SelectQuote position peaked at $67 in Q4 2024.
179 funds tracked by Wall St. Rank held SelectQuote as of Q1 2025.

Based on AssetMark Inc's 13F filing for Q1 2025, filed 6 May 2025.