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Caldwell Investment Management’s Insperity NSP Stock Holding History

Caldwell Investment Management’s Portfolio NSP Stock Details NSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-9,900
Closed -$1.16M – 38
2021
Q4 		$1.16M Buy
+9,900
New +$1.17M 0.91% 26

Other funds holding NSP

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caldwell Investment Management's NSP Position: Q1 2022 in Review

Caldwell Investment Management sold out of Insperity (NSP) in Q1 2022, closing a stake of 9,900 shares — an estimated $1.16M sold.

Caldwell Investment Management first reported a position in NSP in Q4 2021 and held it in 1 quarter. The position peaked at $1.16M in Q4 2021. 272 funds tracked by Wall St. Rank hold NSP as of Q1 2022.

  • Caldwell Investment Management reported no remaining Insperity position as of Q1 2022 after selling out during the quarter.
  • Caldwell Investment Management sold 9,900 Insperity shares in Q1 2022, an estimated $1.16M.
  • Caldwell Investment Management first reported a position in Insperity in Q4 2021 and held it in 1 quarter.
  • Caldwell Investment Management's Insperity position peaked at $1.16M in Q4 2021.
  • 272 funds tracked by Wall St. Rank held Insperity as of Q1 2022.

Based on Caldwell Investment Management's 13F filing for Q1 2022, filed 29 Apr 2022.