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Diversified Trust’s SelectQuote SLQT Stock Holding History

Diversified Trust’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
Q3 		– Sell
-31,884
Closed -$62.2K – 917
2023
Q2 		$62.2K Hold
31,884
– – ﹤0.01% 806
2023
Q1 		$69.2K Buy
+31,884
New +$51.4K ﹤0.01% 796

Other funds holding SLQT

BEP
Brookside Equity Partners Stamford, Connecticut $22.5M AUM 62.43% 1-Year Est. Return
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
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Diversified Trust's SLQT Position: Q3 2023 in Review

Diversified Trust sold out of SelectQuote (SLQT) in Q3 2023, closing a stake of 31,884 shares — an estimated $62.2K sold.

Diversified Trust first reported a position in SLQT in Q1 2023 and held it in 2 quarters. The position peaked at $69.2K in Q1 2023. 128 funds tracked by Wall St. Rank hold SLQT as of Q3 2023.

  • Diversified Trust reported no remaining SelectQuote position as of Q3 2023 after selling out during the quarter.
  • Diversified Trust sold 31,884 SelectQuote shares in Q3 2023, an estimated $62.2K.
  • Diversified Trust first reported a position in SelectQuote in Q1 2023 and held it in 2 quarters.
  • Diversified Trust's SelectQuote position peaked at $69.2K in Q1 2023.
  • 128 funds tracked by Wall St. Rank held SelectQuote as of Q3 2023.

Based on Diversified Trust's 13F filing for Q3 2023, filed 17 Nov 2023.