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Gladstone Institutional Advisory’s SelectQuote SLQT Stock Holding History

Gladstone Institutional Advisory’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
Q2 		– Sell
-12,000
Closed -$26K – 703
2023
Q1 		$26K Sell
12,000
-8,000
-40% -$12.9K ﹤0.01% 647
2022
Q4 		$13.4K Buy
+20,000
New +$13.1K ﹤0.01% 641

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Gladstone Institutional Advisory's SLQT Position: Q2 2023 in Review

Gladstone Institutional Advisory sold out of SelectQuote (SLQT) in Q2 2023, closing a stake of 12,000 shares — an estimated $26K sold.

Gladstone Institutional Advisory first reported a position in SLQT in Q4 2022 and held it in 2 quarters. The position peaked at $26K in Q1 2023. 127 funds tracked by Wall St. Rank hold SLQT as of Q2 2023.

  • Gladstone Institutional Advisory reported no remaining SelectQuote position as of Q2 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 12,000 SelectQuote shares in Q2 2023, an estimated $26K.
  • Gladstone Institutional Advisory first reported a position in SelectQuote in Q4 2022 and held it in 2 quarters.
  • Gladstone Institutional Advisory's SelectQuote position peaked at $26K in Q1 2023.
  • 127 funds tracked by Wall St. Rank held SelectQuote as of Q2 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.