BFG
SLQT icon

Bleakley Financial Group’s SelectQuote SLQT Stock Holding History

Bleakley Financial Group’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
2024
Q1 		– Sell
-11,699
Closed -$16K – 1024
2023
Q4 		$16K Buy
11,699
+729
+7% +$951 ﹤0.01% 944
2023
Q3 		$12.8K Buy
+10,970
New +$16.6K ﹤0.01% 874

Other funds holding SLQT

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Bleakley Financial Group's SLQT Position: Q1 2024 in Review

Bleakley Financial Group sold out of SelectQuote (SLQT) in Q1 2024, closing a stake of 11,699 shares — an estimated $16K sold.

Bleakley Financial Group first reported a position in SLQT in Q3 2023 and held it in 2 quarters. The position peaked at $16K in Q4 2023. 123 funds tracked by Wall St. Rank hold SLQT as of Q1 2024.

  • Bleakley Financial Group reported no remaining SelectQuote position as of Q1 2024 after selling out during the quarter.
  • Bleakley Financial Group sold 11,699 SelectQuote shares in Q1 2024, an estimated $16K.
  • Bleakley Financial Group first reported a position in SelectQuote in Q3 2023 and held it in 2 quarters.
  • Bleakley Financial Group's SelectQuote position peaked at $16K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held SelectQuote as of Q1 2024.

Based on Bleakley Financial Group's 13F filing for Q1 2024, filed 8 May 2024.