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Institutional & Family Asset Management’s SelectQuote SLQT Stock Holding History

Institutional & Family Asset 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
2021
Q3 		– Sell
-48
Closed -$1K – 969
2021
Q2 		$1K Hold
48
– – ﹤0.01% 916
2021
Q1 		$1K Sell
48
-29
-38% -$760 ﹤0.01% 895
2020
Q4 		$2K Sell
77
-3
-4% -$62 ﹤0.01% 793
2020
Q3 		$2K Buy
+80
New +$1.67K ﹤0.01% 729

Other funds holding SLQT

BlackRock
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Institutional & Family Asset Management's SLQT Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of SelectQuote (SLQT) in Q3 2021, closing a stake of 48 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in SLQT in Q3 2020 and held it in 4 quarters. The position peaked at $2K in Q4 2020. 177 funds tracked by Wall St. Rank hold SLQT as of Q3 2021.

  • Institutional & Family Asset Management reported no remaining SelectQuote position as of Q3 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 48 SelectQuote shares in Q3 2021, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in SelectQuote in Q3 2020 and held it in 4 quarters.
  • Institutional & Family Asset Management's SelectQuote position peaked at $2K in Q4 2020.
  • 177 funds tracked by Wall St. Rank held SelectQuote as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.