Personal Capital Advisors’s SelectQuote SLQT Stock Holding History

Personal Capital 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 Q4	$173K	Hold	257,344	–	–	﹤0.01%	475
2022 Q3	$188K	Hold	257,344	–	–	﹤0.01%	439
2022 Q2	$638K	Hold	257,344	–	–	﹤0.01%	259
2022 Q1	$718K	Hold	257,344	–	–	﹤0.01%	271
2021 Q4	$2.33M	Hold	257,344	–	–	0.01%	222
2021 Q3	$3.33M	Buy	257,344 +13,459	+6%	+$203K	0.02%	209
2021 Q2	$4.7M	Sell	243,885 -6,000	-2%	-$150K	0.02%	204
2021 Q1	$7.37M	Buy	+249,885	New	+$6.55M	0.04%	184

Other funds holding SLQT

BEP

Brookside Equity Partners Stamford, Connecticut $22.5M AUM 62.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Personal Capital Advisors's SLQT Position: Q4 2022 in Review

Personal Capital Advisors held its SelectQuote (SLQT) position steady in Q4 2022 at 257,344 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Personal Capital Advisors first reported a position in SLQT in Q1 2021 and has held it in 8 quarters since. The position peaked at $7.37M in Q1 2021. 118 funds tracked by Wall St. Rank hold SLQT as of Q4 2022.

Personal Capital Advisors held 257,344 shares of SelectQuote worth $173K as of Q4 2022.
Personal Capital Advisors left its SelectQuote share count unchanged in Q4 2022.
SelectQuote made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #475 holding.
Personal Capital Advisors first reported a position in SelectQuote in Q1 2021 and has held it in 8 quarters since.
Personal Capital Advisors's SelectQuote position peaked at $7.37M in Q1 2021.
118 funds tracked by Wall St. Rank held SelectQuote as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.