ECA
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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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return