Trust Company of Vermont’s SelectQuote SLQT Stock Holding History

Trust Company of Vermont’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	-300,779	Closed	-$220K	–	974
2022 Q3	$220K	Hold	300,779	–	–	0.02%	285
2022 Q2	$746K	Hold	300,779	–	–	0.06%	184
2022 Q1	$839K	Hold	300,779	–	–	0.06%	183
2021 Q4	$2.73M	Hold	300,779	–	–	0.17%	120
2021 Q3	$3.89M	Hold	300,779	–	–	0.28%	98
2021 Q2	$5.79M	Sell	300,779 -400,000	-57%	-$9.98M	0.4%	82
2021 Q1	$20.7M	Sell	700,779 -200,000	-22%	-$5.24M	1.55%	10
2020 Q4	$18.7M	Buy	+900,779	New	+$18.5M	1.49%	10

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

Trust Company of Vermont's SLQT Position: Q4 2022 in Review

Trust Company of Vermont sold out of SelectQuote (SLQT) in Q4 2022, closing a stake of 300,779 shares — an estimated $220K sold.

Trust Company of Vermont first reported a position in SLQT in Q4 2020 and held it in 8 quarters. The position peaked at $20.7M in Q1 2021. 119 funds tracked by Wall St. Rank hold SLQT as of Q4 2022.

Trust Company of Vermont reported no remaining SelectQuote position as of Q4 2022 after selling out during the quarter.
Trust Company of Vermont sold 300,779 SelectQuote shares in Q4 2022, an estimated $220K.
Trust Company of Vermont first reported a position in SelectQuote in Q4 2020 and held it in 8 quarters.
Trust Company of Vermont's SelectQuote position peaked at $20.7M in Q1 2021.
119 funds tracked by Wall St. Rank held SelectQuote as of Q4 2022.

Based on Trust Company of Vermont's 13F filing for Q4 2022, filed 9 Feb 2023.