Mather Group’s SelectQuote SLQT Stock Holding History

Mather Group’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 Q3	–	Sell	-110	Closed	-$220	–	2129
2024 Q2	$220	Buy	+110	New	+$265	﹤0.01%	2119

Other funds holding SLQT

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mather Group's SLQT Position: Q3 2024 in Review

Mather Group sold out of SelectQuote (SLQT) in Q3 2024, closing a stake of 110 shares — an estimated $220 sold.

Mather Group first reported a position in SLQT in Q2 2024 and held it in 1 quarter. The position peaked at $220 in Q2 2024. 136 funds tracked by Wall St. Rank hold SLQT as of Q3 2024.

Mather Group reported no remaining SelectQuote position as of Q3 2024 after selling out during the quarter.
Mather Group sold 110 SelectQuote shares in Q3 2024, an estimated $220.
Mather Group first reported a position in SelectQuote in Q2 2024 and held it in 1 quarter.
Mather Group's SelectQuote position peaked at $220 in Q2 2024.
136 funds tracked by Wall St. Rank held SelectQuote as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.