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Bourgeon Capital Management’s SelectQuote SLQT Stock Holding History

Bourgeon Capital Management’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
-6,000
Closed -$8.22K – 330
2023
Q4 		$8.22K Hold
6,000
– – ﹤0.01% 250
2023
Q3 		$7.02K Buy
+6,000
New +$9.06K ﹤0.01% 246

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

Bourgeon Capital Management's SLQT Position: Q1 2024 in Review

Bourgeon Capital Management sold out of SelectQuote (SLQT) in Q1 2024, closing a stake of 6,000 shares — an estimated $8.22K sold.

Bourgeon Capital Management first reported a position in SLQT in Q3 2023 and held it in 2 quarters. The position peaked at $8.22K in Q4 2023. 123 funds tracked by Wall St. Rank hold SLQT as of Q1 2024.

  • Bourgeon Capital Management reported no remaining SelectQuote position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 6,000 SelectQuote shares in Q1 2024, an estimated $8.22K.
  • Bourgeon Capital Management first reported a position in SelectQuote in Q3 2023 and held it in 2 quarters.
  • Bourgeon Capital Management's SelectQuote position peaked at $8.22K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held SelectQuote as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.