JP Morgan Private Wealth Advisors’s SelectQuote SLQT Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	–	Sell	-280,143	Closed	-$695K	–	1977
2022 Q2	$695K	Sell	280,143 -24,688	-8%	-$63.3K	﹤0.01%	1315
2022 Q1	$850K	Buy	304,831 +16,850	+6%	+$81.2K	﹤0.01%	1294
2021 Q4	$2.61M	Buy	287,981 +4,508	+2%	+$49.4K	0.01%	810
2021 Q3	$3.67M	Buy	283,473 +102	+0%	+$1.54K	0.01%	676
2021 Q2	$5.46M	Buy	+283,371	New	+$7.07M	0.01%	569
2021 Q1	–	Sell	-431,577	Closed	-$8.96M	–	1797
2020 Q4	$8.96M	Buy	+431,577	New	+$8.86M	0.03%	378

Other funds holding SLQT

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 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 Boston, Massachusetts $3.38T AUM 44.17% 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 $210B AUM 57.28% 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

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

JP Morgan Private Wealth Advisors's SLQT Position: Q3 2022 in Review

JP Morgan Private Wealth Advisors sold out of SelectQuote (SLQT) in Q3 2022, closing a stake of 280,143 shares — an estimated $695K sold.

JP Morgan Private Wealth Advisors first reported a position in SLQT in Q4 2020 and held it in 6 quarters. The position peaked at $8.96M in Q4 2020. 161 funds tracked by Wall St. Rank hold SLQT as of Q3 2022.

JP Morgan Private Wealth Advisors reported no remaining SelectQuote position as of Q3 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 280,143 SelectQuote shares in Q3 2022, an estimated $695K.
JP Morgan Private Wealth Advisors first reported a position in SelectQuote in Q4 2020 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's SelectQuote position peaked at $8.96M in Q4 2020.
161 funds tracked by Wall St. Rank held SelectQuote as of Q3 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.