SLQT β€” SELECTQUOTE INC

Ownership history in PRELUDE CAPITAL MANAGEMENT, LLC  Β·  8 quarters on record

This page tracks every 13F SEC filing in which PRELUDE CAPITAL MANAGEMENT, LLC reported a position in SELECTQUOTE INC (SLQT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.03% (2025 Q2)
πŸ“Š Avg. % of fund
0.02%
πŸ“… First filed
2020 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
8

Position Intelligence

PRELUDE CAPITAL MANAGEMENT, LLC Γ— SLQT AI Analytics

πŸ“‰ PRELUDE CAPITAL MANAGEMENT, LLC underperformed the S&P 500 by –28.0% annually on this SLQT position. Timing score: 14% (1/7 decisions correct). Average cost basis: $3.96. Maximum drawdown during holding period: –93.2%.

πŸ“ˆ Position Alpha vs SPY
-28.0%
annualised excess return

❌ Significantly underperformed the S&P 500 by 28.0% ann.
6 quarters analyzed

⏱️ Timing Score
14%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
1 of 7 add/trim decisions correct

πŸ’° Entry Quality
$3.96
-64.4% vs current ($1.41)

Best entry: $1.41 (2025 Q4)  Β·  Worst: $20.75 (2020 Q4)

πŸ›‘οΈ Drawdown Resilience
–93.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
88%
buy-side decisions

7 adds Β· 1 trim. Bought during 5 of 5 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    SLQT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 234,344 +47,692 +25.6% 0.02% $330K $1.41
2025 Q3 ADDED 186,652 +43,635 +30.5% 0.03% $366K $1.96
2025 Q2 ADDED 143,017 +40,042 +38.9% 0.03% $340K $2.38
2025 Q1 ADDED 102,975 +37,401 +57.0% 0.03% $344K $3.34
2024 Q4 ADDED 65,574 +34,166 +108.8% 0.02% $244K $3.72
2024 Q2 REDUCED 31,408 -5,617 -15.2% 0.01% $87K $2.76
2024 Q1 ADDED 37,025 +17,025 +85.1% 0.00% $74K $2.00
2020 Q4 INITIATED 20,000 β€” β€” 0.01% $415K $20.75
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