Caption Management’s SelectQuote SLQT Stock Holding History

Caption 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
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CAPTRUST Financial Advisors

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)

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 47.49% 1-Year Est. Return

Geode Capital Management

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