Harbor Investment Advisory’s SelectQuote SLQT Stock Holding History

Harbor Investment 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
2022 Q1	–	Sell	-500	Closed	-$5K	–	1390
2021 Q4	$5K	Sell	500 -64,712	-99%	-$709K	﹤0.01%	1149
2021 Q3	$843K	Buy	65,212 +36,620	+128%	+$551K	0.11%	153
2021 Q2	$551K	Buy	28,592 +422	+1%	+$10.5K	0.07%	218
2021 Q1	$831K	Buy	28,170 +27,770	+6,943%	+$728K	0.13%	140
2020 Q4	$8K	Buy	400 +300	+300%	+$6.16K	﹤0.01%	964
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	1039
2020 Q2	$3K	Buy	+100	New	+$2.68K	﹤0.01%	948

Other funds holding SLQT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BEP

Brookside Equity Partners Stamford, Connecticut $22.5M AUM 62.43% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harbor Investment Advisory's SLQT Position: Q1 2022 in Review

Harbor Investment Advisory sold out of SelectQuote (SLQT) in Q1 2022, closing a stake of 500 shares — an estimated $5K sold.

Harbor Investment Advisory first reported a position in SLQT in Q2 2020 and held it in 7 quarters. The position peaked at $843K in Q3 2021. 169 funds tracked by Wall St. Rank hold SLQT as of Q1 2022.

Harbor Investment Advisory reported no remaining SelectQuote position as of Q1 2022 after selling out during the quarter.
Harbor Investment Advisory sold 500 SelectQuote shares in Q1 2022, an estimated $5K.
Harbor Investment Advisory first reported a position in SelectQuote in Q2 2020 and held it in 7 quarters.
Harbor Investment Advisory's SelectQuote position peaked at $843K in Q3 2021.
169 funds tracked by Wall St. Rank held SelectQuote as of Q1 2022.

Based on Harbor Investment Advisory's 13F filing for Q1 2022, filed 20 Apr 2022.