Birch Grove Capital’s SelectQuote SLQT Stock Holding History

Birch Grove Capital’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
2022 Q2	–	Sell	-85,731	Closed	-$239K	–	44
2022 Q1	$239K	Sell	85,731 -85,000	-50%	-$410K	0.1%	32
2021 Q4	$1.55M	Hold	170,731	–	–	0.7%	33
2021 Q3	$2.21M	Buy	170,731 +42,500	+33%	+$640K	1.04%	29
2021 Q2	$2.47M	Buy	128,231 +400	+0.3%	+$9.98K	1.2%	27
2021 Q1	$3.77M	Buy	127,831 +26,631	+26%	+$698K	1.64%	19
2020 Q4	$2.1M	Buy	+101,200	New	+$2.08M	1.1%	28

Other funds holding SLQT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BEP

Brookside Equity Partners Stamford, Connecticut $22.5M AUM 62.43% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Birch Grove Capital's SLQT Position: Q2 2022 in Review

Birch Grove Capital sold out of SelectQuote (SLQT) in Q2 2022, closing a stake of 85,731 shares — an estimated $239K sold.

Birch Grove Capital first reported a position in SLQT in Q4 2020 and held it in 6 quarters. The position peaked at $3.77M in Q1 2021. 165 funds tracked by Wall St. Rank hold SLQT as of Q2 2022.

Birch Grove Capital reported no remaining SelectQuote position as of Q2 2022 after selling out during the quarter.
Birch Grove Capital sold 85,731 SelectQuote shares in Q2 2022, an estimated $239K.
Birch Grove Capital first reported a position in SelectQuote in Q4 2020 and held it in 6 quarters.
Birch Grove Capital's SelectQuote position peaked at $3.77M in Q1 2021.
165 funds tracked by Wall St. Rank held SelectQuote as of Q2 2022.

Based on Birch Grove Capital's 13F filing for Q2 2022, filed 15 Aug 2022.