UMB Bank’s SelectQuote SLQT Stock Holding History

UMB Bank’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
2026 Q1	$126K	Hold	200,000	–	–	﹤0.01%	871
2025 Q4	$282K	Hold	200,000	–	–	﹤0.01%	592
2025 Q3	$392K	Hold	200,000	–	–	0.01%	478
2025 Q2	$476K	Hold	200,000	–	–	0.01%	421
2025 Q1	$668K	Hold	200,000	–	–	0.01%	373
2024 Q4	$744K	Hold	200,000	–	–	0.01%	357
2024 Q3	$434K	Hold	200,000	–	–	0.01%	421
2024 Q2	$552K	Hold	200,000	–	–	0.01%	390
2024 Q1	$400K	Hold	200,000	–	–	0.01%	443
2023 Q4	$274K	Hold	200,000	–	–	﹤0.01%	515
2023 Q3	$234K	Hold	200,000	–	–	﹤0.01%	534
2023 Q2	$390K	Buy	200,000 +33,060	+20%	+$55.7K	0.01%	445
2023 Q1	$362K	Sell	166,940 -20,000	-11%	-$32.3K	0.01%	459
2022 Q4	$125K	Hold	186,940	–	–	﹤0.01%	657
2022 Q3	$136K	Buy	186,940 +66,467	+55%	+$110K	﹤0.01%	662
2022 Q2	$299K	Buy	120,473 +20,473	+20%	+$52.5K	﹤0.01%	545
2022 Q1	$279K	Sell	100,000 -71,872	-42%	-$346K	﹤0.01%	588
2021 Q4	$1.56M	Buy	171,872 +100,000	+139%	+$1.1M	0.02%	334
2021 Q3	$929K	Hold	71,872	–	–	0.02%	244
2021 Q2	$1.38M	Buy	+71,872	New	+$1.79M	0.03%	216

Other funds holding SLQT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

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

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

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Occam Crest Management Darien, Connecticut $161M AUM

Diametric Capital Boston, Massachusetts $382M AUM 31.69% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return