Howe & Rusling’s SelectQuote SLQT Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-100	Closed	–	–	900
2022 Q3	$0	Hold	100	–	–	﹤0.01%	1181
2022 Q2	$0	Buy	100 +17	+20%	+$44	﹤0.01%	1149
2022 Q1	$0	Buy	+83	New	+$400	﹤0.01%	1072

Other funds holding SLQT

BEP

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Howe & Rusling's SLQT Position: Q4 2022 in Review

Howe & Rusling sold out of SelectQuote (SLQT) in Q4 2022, closing a stake of 100 shares.

Howe & Rusling first reported a position in SLQT in Q1 2022 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 118 funds tracked by Wall St. Rank hold SLQT as of Q4 2022.

Howe & Rusling reported no remaining SelectQuote position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 100 SelectQuote shares in Q4 2022.
Howe & Rusling first reported a position in SelectQuote in Q1 2022 and held it in 3 quarters.
Howe & Rusling's SelectQuote position peaked at $0 in Q3 2022.
118 funds tracked by Wall St. Rank held SelectQuote as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.