UBS AM
SLQT icon

UBS AM’s SelectQuote SLQT Stock Holding History

UBS AM’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
2025
Q3 		– Sell
-276,911
Closed -$659K – 2561
2025
Q2 		$659K Buy
276,911
+108,187
+64% +$284K ﹤0.01% 2459
2025
Q1 		$564K Buy
+168,724
New +$716K ﹤0.01% 2473
2022
Q4 		– Sell
-117,494
Closed -$85.8K – 2720
2022
Q3 		$85.8K Hold
117,494
– – ﹤0.01% 2700
2022
Q2 		$291K Sell
117,494
-25,025
-18% -$64.2K ﹤0.01% 2483
2022
Q1 		$398K Buy
142,519
+19,688
+16% +$94.9K ﹤0.01% 2533
2021
Q4 		$1.11M Sell
122,831
-40,800
-25% -$447K ﹤0.01% 2158
2021
Q3 		$2.12M Buy
163,631
+101,637
+164% +$1.53M ﹤0.01% 1812
2021
Q2 		$1.19M Buy
61,994
+12,393
+25% +$309K ﹤0.01% 2119
2021
Q1 		$1.46M Buy
49,601
+38,101
+331% +$999K ﹤0.01% 1898
2020
Q4 		$239K Sell
11,500
-181,573
-94% -$3.73M ﹤0.01% 2466
2020
Q3 		$3.91M Buy
193,073
+199
+0.1% +$4.14K ﹤0.01% 1255
2020
Q2 		$4.89M Buy
+192,874
New +$5.18M ﹤0.01% 1130

Other funds holding SLQT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCM
Occam Crest Management Darien, Connecticut $165M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return