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Berman Capital Advisors’s SelectQuote SLQT Stock Holding History

Berman Capital Advisors’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
2021
Q3 		– Sell
-9
Closed – – 2211
2021
Q2 		$0 Hold
9
– – ﹤0.01% 2031
2021
Q1 		$0 Hold
9
– – ﹤0.01% 1891
2020
Q4 		$0 Sell
9
-27
-75% -$554 ﹤0.01% 1814
2020
Q3 		$0 Buy
+36
New +$750 ﹤0.01% 1754

Other funds holding SLQT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BEP
Brookside Equity Partners Stamford, Connecticut $22.5M AUM 62.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Berman Capital Advisors's SLQT Position: Q3 2021 in Review

Berman Capital Advisors sold out of SelectQuote (SLQT) in Q3 2021, closing a stake of 9 shares.

Berman Capital Advisors first reported a position in SLQT in Q3 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2021. 177 funds tracked by Wall St. Rank hold SLQT as of Q3 2021.

  • Berman Capital Advisors reported no remaining SelectQuote position as of Q3 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 9 SelectQuote shares in Q3 2021.
  • Berman Capital Advisors first reported a position in SelectQuote in Q3 2020 and held it in 4 quarters.
  • Berman Capital Advisors's SelectQuote position peaked at $0 in Q2 2021.
  • 177 funds tracked by Wall St. Rank held SelectQuote as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.