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Simplicity Solutions’s SelectQuote SLQT Stock Holding History

Simplicity 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 		$16K Buy
11,699
+729
+7% +$951 ﹤0.01% 1064
2023
Q3 		$12.8K Buy
+10,970
New +$16.6K ﹤0.01% 983

Other funds holding SLQT

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Simplicity Solutions's SLQT Position: Q4 2023 in Review

Simplicity Solutions increased its SelectQuote (SLQT) stake by 6.6% in Q4 2023, buying an estimated $951 and bringing the position to 11,699 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Simplicity Solutions first reported a position in SLQT in Q3 2023 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold SLQT as of Q4 2023.

  • Simplicity Solutions held 11,699 shares of SelectQuote worth $16K as of Q4 2023.
  • Simplicity Solutions bought 729 SelectQuote shares in Q4 2023, an estimated $951.
  • SelectQuote made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #1064 holding.
  • Simplicity Solutions first reported a position in SelectQuote in Q3 2023 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held SelectQuote as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.