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SAM
Silvercrest Asset Management’s
SelectQuote
SLQT
Stock Holding History
Silvercrest Asset Management’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
Q1
–
Sell
-1,524,637
Closed
-$13.7M
–
879
2021
Q4
$13.7M
Sell
1,524,637
-221,509
-13%
-$2.43M
0.09%
222
2021
Q3
$22.6M
Buy
1,746,146
+4,686
+0.3%
+$70.6K
0.15%
166
2021
Q2
$33.5M
Buy
1,741,460
+262,577
+18%
+$6.55M
0.22%
141
2021
Q1
$43.6M
Buy
+1,478,883
New
+$38.8M
0.29%
120
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$5.7T AUM
30.48%
1-Year Est. Return
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$22.5M AUM
62.43%
1-Year Est. Return
ABI
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$2.31B AUM
40.26%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
BAM
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Toronto, Ontario, Canada
$10.6B AUM
13.39%
1-Year Est. Return
D.E. Shaw & Co
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$127B AUM
43.98%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Mariner
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$85.7B AUM
24.21%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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