JCM
SLQT icon

Jacobi Capital Management’s SelectQuote SLQT Stock Holding History

Jacobi 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
2021
Q4 		– Sell
-400
Closed -$5K – 1174
2021
Q3 		$5K Hold
400
– – ﹤0.01% 1205
2021
Q2 		$8K Hold
400
– – ﹤0.01% 1078
2021
Q1 		$12K Buy
+400
New +$10.5K ﹤0.01% 930

Other funds holding SLQT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Jacobi Capital Management's SLQT Position: Q4 2021 in Review

Jacobi Capital Management sold out of SelectQuote (SLQT) in Q4 2021, closing a stake of 400 shares — an estimated $5K sold.

Jacobi Capital Management first reported a position in SLQT in Q1 2021 and held it in 3 quarters. The position peaked at $12K in Q1 2021. 183 funds tracked by Wall St. Rank hold SLQT as of Q4 2021.

  • Jacobi Capital Management reported no remaining SelectQuote position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 400 SelectQuote shares in Q4 2021, an estimated $5K.
  • Jacobi Capital Management first reported a position in SelectQuote in Q1 2021 and held it in 3 quarters.
  • Jacobi Capital Management's SelectQuote position peaked at $12K in Q1 2021.
  • 183 funds tracked by Wall St. Rank held SelectQuote as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.