Chase Investment Counsel’s TriNet TNET Stock Holding History

Chase Investment Counsel’s Portfolio TNET Stock Details TNET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,000	Closed	-$1.09M	–	152
2024 Q4	$1.09M	Sell	12,000 -1,400	-10%	-$129K	0.35%	68
2024 Q3	$1.3M	Buy	+13,400	New	+$1.33M	0.43%	61
2019 Q4	–	Sell	-12,915	Closed	-$803K	–	124
2019 Q3	$803K	Buy	12,915 +1,890	+17%	+$129K	0.41%	59
2019 Q2	$747K	Buy	+11,025	New	+$701K	0.38%	58

Other funds holding TNET

Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Chase Investment Counsel's TNET Position: Q1 2025 in Review

Chase Investment Counsel sold out of TriNet (TNET) in Q1 2025, closing a stake of 12,000 shares — an estimated $1.09M sold.

Chase Investment Counsel first reported a position in TNET in Q2 2019 and held it in 4 quarters. The position peaked at $1.3M in Q3 2024. 249 funds tracked by Wall St. Rank hold TNET as of Q1 2025.

Chase Investment Counsel reported no remaining TriNet position as of Q1 2025 after selling out during the quarter.
Chase Investment Counsel sold 12,000 TriNet shares in Q1 2025, an estimated $1.09M.
Chase Investment Counsel first reported a position in TriNet in Q2 2019 and held it in 4 quarters.
Chase Investment Counsel's TriNet position peaked at $1.3M in Q3 2024.
249 funds tracked by Wall St. Rank held TriNet as of Q1 2025.

Based on Chase Investment Counsel's 13F filing for Q1 2025, filed 12 May 2025.