Elevated Capital Advisors’s SelectQuote SLQT Stock Holding History

Elevated Capital Advisors’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
2024 Q4	–	Sell	-16,348	Closed	-$35.5K	–	275
2024 Q3	$35.5K	Hold	16,348	–	–	0.01%	264
2024 Q2	$45.1K	Sell	16,348 -16,349	-50%	-$39.4K	0.01%	226
2024 Q1	$65.4K	Hold	32,697	–	–	0.02%	174
2023 Q4	$44.8K	Hold	32,697	–	–	0.01%	173
2023 Q3	$38.3K	Hold	32,697	–	–	0.01%	166
2023 Q2	$63.8K	Sell	32,697 -157	-0.5%	-$264	0.02%	179
2023 Q1	$71.3K	Hold	32,854	–	–	0.03%	169
2022 Q4	$22.1K	Hold	32,854	–	–	0.01%	155
2022 Q3	$24K	Buy	+32,854	New	+$54.6K	0.01%	148
2022 Q1	$92K	Buy	+32,854	New	+$158K	0.03%	177
2021 Q3	$425K	Buy	+32,854	New	+$495K	0.15%	140

Other funds holding SLQT

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Elevated Capital Advisors's SLQT Position: Q4 2024 in Review

Elevated Capital Advisors sold out of SelectQuote (SLQT) in Q4 2024, closing a stake of 16,348 shares — an estimated $35.5K sold.

Elevated Capital Advisors first reported a position in SLQT in Q3 2021 and held it in 11 quarters. The position peaked at $425K in Q3 2021. 148 funds tracked by Wall St. Rank hold SLQT as of Q4 2024.

Elevated Capital Advisors reported no remaining SelectQuote position as of Q4 2024 after selling out during the quarter.
Elevated Capital Advisors sold 16,348 SelectQuote shares in Q4 2024, an estimated $35.5K.
Elevated Capital Advisors first reported a position in SelectQuote in Q3 2021 and held it in 11 quarters.
Elevated Capital Advisors's SelectQuote position peaked at $425K in Q3 2021.
148 funds tracked by Wall St. Rank held SelectQuote as of Q4 2024.

Based on Elevated Capital Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.