SGI
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Summit Global Investments’s SelectQuote SLQT Stock Holding History

Summit Global Investments’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
2021
Q4 		– Sell
-12,900
Closed -$167K – 605
2021
Q3 		$167K Buy
+12,900
New +$194K 0.01% 446

Other funds holding SLQT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BEP
Brookside Equity Partners Stamford, Connecticut $22.5M AUM 62.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Summit Global Investments's SLQT Position: Q4 2021 in Review

Summit Global Investments sold out of SelectQuote (SLQT) in Q4 2021, closing a stake of 12,900 shares — an estimated $167K sold.

Summit Global Investments first reported a position in SLQT in Q3 2021 and held it in 1 quarter. The position peaked at $167K in Q3 2021. 183 funds tracked by Wall St. Rank hold SLQT as of Q4 2021.

  • Summit Global Investments reported no remaining SelectQuote position as of Q4 2021 after selling out during the quarter.
  • Summit Global Investments sold 12,900 SelectQuote shares in Q4 2021, an estimated $167K.
  • Summit Global Investments first reported a position in SelectQuote in Q3 2021 and held it in 1 quarter.
  • Summit Global Investments's SelectQuote position peaked at $167K in Q3 2021.
  • 183 funds tracked by Wall St. Rank held SelectQuote as of Q4 2021.

Based on Summit Global Investments's 13F filing for Q4 2021, filed 14 Feb 2022.