Raymond James & Associates’s SelectQuote SLQT Stock Holding History

Raymond James & Associates’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	$56.4K	Hold	26,000	–	–	﹤0.01%	3840
2024 Q2	$71.8K	Hold	26,000	–	–	﹤0.01%	3764
2024 Q1	$52K	Hold	26,000	–	–	﹤0.01%	3799
2023 Q4	$35.6K	Hold	26,000	–	–	﹤0.01%	3737
2023 Q3	$30.4K	Hold	26,000	–	–	﹤0.01%	3705
2023 Q2	$50.7K	Buy	+26,000	New	+$43.8K	﹤0.01%	3706
2021 Q4	–	Sell	-75,866	Closed	-$981K	–	4273
2021 Q3	$981K	Buy	75,866 +8,620	+13%	+$130K	﹤0.01%	2598
2021 Q2	$1.29M	Buy	67,246 +10,490	+18%	+$262K	﹤0.01%	2414
2021 Q1	$1.68M	Buy	56,756 +18,066	+47%	+$474K	﹤0.01%	2140
2020 Q4	$803K	Buy	38,690 +7,863	+26%	+$161K	﹤0.01%	2482
2020 Q3	$624K	Buy	+30,827	New	+$642K	﹤0.01%	2476

Other funds holding SLQT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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