WG
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Winton Group’s SelectQuote SLQT Stock Holding History

Winton Group’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
-29,407
Closed -$70K – 1007
2025
Q2 		$70K Sell
29,407
-3,690
-11% -$9.69K ﹤0.01% 794
2025
Q1 		$111K Sell
33,097
-7,301
-18% -$31K 0.01% 642
2024
Q4 		$150K Sell
40,398
-53,927
-57% -$138K 0.01% 575
2024
Q3 		$205K Buy
+94,325
New +$309K 0.01% 572
2021
Q3 		– Sell
-19,498
Closed -$376K – 1471
2021
Q2 		$376K Buy
+19,498
New +$486K 0.02% 1069

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