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Evergreen Capital Management’s SelectQuote SLQT Stock Holding History

Evergreen Capital 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
2023
Q1 		– Sell
-217,109
Closed -$146K – 754
2022
Q4 		$146K Buy
+217,109
New +$142K 0.01% 640

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Evergreen Capital Management's SLQT Position: Q1 2023 in Review

Evergreen Capital Management sold out of SelectQuote (SLQT) in Q1 2023, closing a stake of 217,109 shares — an estimated $146K sold.

Evergreen Capital Management first reported a position in SLQT in Q4 2022 and held it in 1 quarter. The position peaked at $146K in Q4 2022. 122 funds tracked by Wall St. Rank hold SLQT as of Q1 2023.

  • Evergreen Capital Management reported no remaining SelectQuote position as of Q1 2023 after selling out during the quarter.
  • Evergreen Capital Management sold 217,109 SelectQuote shares in Q1 2023, an estimated $146K.
  • Evergreen Capital Management first reported a position in SelectQuote in Q4 2022 and held it in 1 quarter.
  • Evergreen Capital Management's SelectQuote position peaked at $146K in Q4 2022.
  • 122 funds tracked by Wall St. Rank held SelectQuote as of Q1 2023.

Based on Evergreen Capital Management's 13F filing for Q1 2023, filed 15 May 2023.