Concord Wealth Partners’s SelectQuote SLQT Stock Holding History

Concord Wealth Partners’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
2023 Q1	–	Sell	-1,000	Closed	-$672	–	1195
2022 Q4	$672	Buy	+1,000	New	+$655	﹤0.01%	1134
2022 Q3	–	Sell	-1,000	Closed	-$2K	–	980
2022 Q2	$2K	Hold	1,000	–	–	﹤0.01%	1065
2022 Q1	$3K	Hold	1,000	–	–	﹤0.01%	1039
2021 Q4	$9K	Buy	+1,000	New	+$11K	﹤0.01%	817
2021 Q1	–	Sell	-79	Closed	-$2K	–	1057
2020 Q4	$2K	Buy	+79	New	+$1.62K	﹤0.01%	567

Other funds holding SLQT

BEP

Brookside Equity Partners Stamford, Connecticut $22.5M AUM 62.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Concord Wealth Partners's SLQT Position: Q1 2023 in Review

Concord Wealth Partners sold out of SelectQuote (SLQT) in Q1 2023, closing a stake of 1,000 shares — an estimated $672 sold.

Concord Wealth Partners first reported a position in SLQT in Q4 2020 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 122 funds tracked by Wall St. Rank hold SLQT as of Q1 2023.

Concord Wealth Partners reported no remaining SelectQuote position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 1,000 SelectQuote shares in Q1 2023, an estimated $672.
Concord Wealth Partners first reported a position in SelectQuote in Q4 2020 and held it in 5 quarters.
Concord Wealth Partners's SelectQuote position peaked at $9K in Q4 2021.
122 funds tracked by Wall St. Rank held SelectQuote as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.