Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Institutional Conviction Index
Stock index based on fund manager consensus updated each quarter
Search
English
English
Deutsch
Español
Português
日本語
한국어
繁體中文
Sign in
Sign up
English
English
Deutsch
Español
Português
日本語
한국어
繁體中文
Caption Management’s
SelectQuote
SLQT
Stock Holding History
Caption Management’s Portfolio
SLQT Stock Details
SLQT Fund Activity
Bought
Maintained
Sold
Call Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q2
–
Sell
-862,300
Closed
-$543K
–
2013
2026
Q1
$543K
Hold
862,300
–
–
﹤0.01%
1189
2025
Q4
$1.22M
Hold
862,300
–
–
0.01%
996
2025
Q3
$1.69M
Buy
+862,300
New
+$1.82M
0.01%
913
2021
Q2
–
Sell
-90,000
Closed
-$2.66M
–
1542
2021
Q1
$2.66M
Hold
90,000
–
–
0.06%
435
2020
Q4
$1.87M
Buy
+90,000
New
+$1.85M
0.04%
452
Other funds holding SLQT
Abrams Bison Investments
Bethesda, Maryland
$2.05B AUM
71.03%
1-Year Est. Return
Mariner
Overland Park, Kansas
$95.2B AUM
32.92%
1-Year Est. Return
Vanguard Capital Management
Malvern, Pennsylvania
$4.68T AUM
AQR Capital Management
Greenwich, Connecticut
$287B AUM
42.33%
1-Year Est. Return
CAPTRUST Financial Advisors
Raleigh, North Carolina
$65.5B AUM
24.25%
1-Year Est. Return
BlackRock
New York
$6.73T AUM
46.02%
1-Year Est. Return
Qube Research & Technologies (QRT)
London, United Kingdom
$108B AUM
37.29%
1-Year Est. Return
Jane Street
New York
$1.21T AUM
78.12%
1-Year Est. Return
Diametric Capital
Boston, Massachusetts
$948M AUM
47.48%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.88T AUM
44.46%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Institutional Conviction Index
Stock index based on fund manager consensus updated each quarter
Theme
Close