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Mason Investment Advisory Services’s SelectQuote SLQT Stock Holding History

Mason Investment Advisory Services’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
2024
Q4 		– Sell
-20,000
Closed -$43.4K – 75
2024
Q3 		$43.4K Buy
20,000
+5,000
+33% +$16.4K ﹤0.01% 73
2024
Q2 		$41.4K Hold
15,000
– – ﹤0.01% 73
2024
Q1 		$30K Buy
+15,000
New +$22.4K ﹤0.01% 67

Other funds holding SLQT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mason Investment Advisory Services's SLQT Position: Q4 2024 in Review

Mason Investment Advisory Services sold out of SelectQuote (SLQT) in Q4 2024, closing a stake of 20,000 shares — an estimated $43.4K sold.

Mason Investment Advisory Services first reported a position in SLQT in Q1 2024 and held it in 3 quarters. The position peaked at $43.4K in Q3 2024. 148 funds tracked by Wall St. Rank hold SLQT as of Q4 2024.

  • Mason Investment Advisory Services reported no remaining SelectQuote position as of Q4 2024 after selling out during the quarter.
  • Mason Investment Advisory Services sold 20,000 SelectQuote shares in Q4 2024, an estimated $43.4K.
  • Mason Investment Advisory Services first reported a position in SelectQuote in Q1 2024 and held it in 3 quarters.
  • Mason Investment Advisory Services's SelectQuote position peaked at $43.4K in Q3 2024.
  • 148 funds tracked by Wall St. Rank held SelectQuote as of Q4 2024.

Based on Mason Investment Advisory Services's 13F filing for Q4 2024, filed 6 Feb 2025.