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Waddell & Reed Financial’s SelectQuote SLQT Stock Holding History

Waddell & Reed Financial’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
Q1 		$27.3M Sell
925,226
-299,465
-24% -$7.85M 0.06% 325
2020
Q4 		$25.4M Sell
1,224,691
-585,284
-32% -$12M 0.05% 337
2020
Q3 		$36.7M Buy
1,809,975
+518,216
+40% +$10.8M 0.09% 253
2020
Q2 		$32.7M Buy
+1,291,759
New +$34.7M 0.08% 255

Other funds holding SLQT

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return

Waddell & Reed Financial's SLQT Position: Q1 2021 in Review

Waddell & Reed Financial reduced its SelectQuote (SLQT) stake by 24% in Q1 2021, selling an estimated $7.85M and leaving 925,226 shares worth $27.3M. The position accounts for 0.06% of the portfolio, ranked #325.

Waddell & Reed Financial first reported a position in SLQT in Q2 2020 and has held it in 4 quarters since. The position peaked at $36.7M in Q3 2020. 168 funds tracked by Wall St. Rank hold SLQT as of Q1 2021.

  • Waddell & Reed Financial held 925,226 shares of SelectQuote worth $27.3M as of Q1 2021.
  • Waddell & Reed Financial sold 299,465 SelectQuote shares in Q1 2021, an estimated $7.85M.
  • SelectQuote made up 0.06% of Waddell & Reed Financial's portfolio in Q1 2021, its #325 holding.
  • Waddell & Reed Financial first reported a position in SelectQuote in Q2 2020 and has held it in 4 quarters since.
  • Waddell & Reed Financial's SelectQuote position peaked at $36.7M in Q3 2020.
  • 168 funds tracked by Wall St. Rank held SelectQuote as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.