OPS
SLQT icon

Orion Portfolio Solutions’s SelectQuote SLQT Stock Holding History

Orion Portfolio Solutions’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
2023
Q4 		– Sell
-11,812
Closed -$13.8K – 1742
2023
Q3 		$13.8K Sell
11,812
-37,779
-76% -$57K ﹤0.01% 1606
2023
Q2 		$96.7K Sell
49,591
-23,406
-32% -$39.4K ﹤0.01% 1596
2023
Q1 		$158K Buy
+72,997
New +$118K ﹤0.01% 1513

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
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 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

Orion Portfolio Solutions's SLQT Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of SelectQuote (SLQT) in Q4 2023, closing a stake of 11,812 shares — an estimated $13.8K sold.

Orion Portfolio Solutions first reported a position in SLQT in Q1 2023 and held it in 3 quarters. The position peaked at $158K in Q1 2023. 123 funds tracked by Wall St. Rank hold SLQT as of Q4 2023.

  • Orion Portfolio Solutions reported no remaining SelectQuote position as of Q4 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 11,812 SelectQuote shares in Q4 2023, an estimated $13.8K.
  • Orion Portfolio Solutions first reported a position in SelectQuote in Q1 2023 and held it in 3 quarters.
  • Orion Portfolio Solutions's SelectQuote position peaked at $158K in Q1 2023.
  • 123 funds tracked by Wall St. Rank held SelectQuote as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.