CM
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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
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

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
OCM
Occam Crest Management Darien, Connecticut $165M AUM
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return