Clean Yield Group’s Insperity NSP Stock Holding History

Clean Yield Group’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
2020 Q2	–	Sell	-8,682	Closed	-$324K	–	374
2020 Q1	$324K	Sell	8,682 -5,385	-38%	-$382K	0.15%	86
2019 Q4	$1.21M	Buy	14,067 +2,175	+18%	+$189K	0.38%	55
2019 Q3	$1.17M	Sell	11,892 -400	-3%	-$43.4K	0.39%	54
2019 Q2	$1.5M	Sell	12,292 -2,330	-16%	-$281K	0.54%	50
2019 Q1	$1.81M	Sell	14,622 -7,550	-34%	-$861K	0.73%	45
2018 Q4	$2.07M	Sell	22,172 -1,918	-8%	-$199K	0.9%	45
2018 Q3	$2.84M	Sell	24,090 -9,615	-29%	-$1.05M	1.13%	36
2018 Q2	$3.2M	Sell	33,705 -10,000	-23%	-$860K	1.33%	29
2018 Q1	$3.04M	Sell	43,705 -6,110	-12%	-$391K	1.28%	31
2017 Q4	$2.86M	Sell	49,815 -2,615	-5%	-$138K	1.13%	34
2017 Q3	$2.3M	Buy	52,430 +25,150	+92%	+$996K	0.94%	39
2017 Q2	$976K	Buy	+27,280	New	+$1.1M	0.41%	67

Other funds holding NSP

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Clean Yield Group's NSP Position: Q2 2020 in Review

Clean Yield Group sold out of Insperity (NSP) in Q2 2020, closing a stake of 8,682 shares — an estimated $324K sold.

Clean Yield Group first reported a position in NSP in Q2 2017 and held it in 12 quarters. The position peaked at $3.2M in Q2 2018. 250 funds tracked by Wall St. Rank hold NSP as of Q2 2020.

Clean Yield Group reported no remaining Insperity position as of Q2 2020 after selling out during the quarter.
Clean Yield Group sold 8,682 Insperity shares in Q2 2020, an estimated $324K.
Clean Yield Group first reported a position in Insperity in Q2 2017 and held it in 12 quarters.
Clean Yield Group's Insperity position peaked at $3.2M in Q2 2018.
250 funds tracked by Wall St. Rank held Insperity as of Q2 2020.

Based on Clean Yield Group's 13F filing for Q2 2020, filed 22 Jul 2020.