Syntax Advisors’s SelectQuote SLQT Stock Holding History

Syntax 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	–	Sell	-15,899	Closed	-$12K	–	225
2022 Q3	$12K	Buy	+15,899	New	+$26.4K	0.01%	214

Other funds holding SLQT

BEP

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

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

ABI

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Syntax Advisors's SLQT Position: Q4 2022 in Review

Syntax Advisors sold out of SelectQuote (SLQT) in Q4 2022, closing a stake of 15,899 shares — an estimated $12K sold.

Syntax Advisors first reported a position in SLQT in Q3 2022 and held it in 1 quarter. The position peaked at $12K in Q3 2022. 119 funds tracked by Wall St. Rank hold SLQT as of Q4 2022.

Syntax Advisors reported no remaining SelectQuote position as of Q4 2022 after selling out during the quarter.
Syntax Advisors sold 15,899 SelectQuote shares in Q4 2022, an estimated $12K.
Syntax Advisors first reported a position in SelectQuote in Q3 2022 and held it in 1 quarter.
Syntax Advisors's SelectQuote position peaked at $12K in Q3 2022.
119 funds tracked by Wall St. Rank held SelectQuote as of Q4 2022.

Based on Syntax Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.