Crewe Advisors’s TriNet TNET Stock Holding History

Crewe Advisors’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
2024 Q1	–	Sell	-1	Closed	-$119	–	1012
2023 Q4	$119	Hold	1	–	–	﹤0.01%	404
2023 Q3	$117	Buy	+1	New	+$105	﹤0.01%	551

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

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 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

Jane Street New York $777B AUM 61.18% 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

Crewe Advisors's TNET Position: Q1 2024 in Review

Crewe Advisors sold out of TriNet (TNET) in Q1 2024, closing a stake of 1 share — an estimated $119 sold.

Crewe Advisors first reported a position in TNET in Q3 2023 and held it in 2 quarters. The position peaked at $119 in Q4 2023. 285 funds tracked by Wall St. Rank hold TNET as of Q1 2024.

Crewe Advisors reported no remaining TriNet position as of Q1 2024 after selling out during the quarter.
Crewe Advisors sold 1 TriNet share in Q1 2024, an estimated $119.
Crewe Advisors first reported a position in TriNet in Q3 2023 and held it in 2 quarters.
Crewe Advisors's TriNet position peaked at $119 in Q4 2023.
285 funds tracked by Wall St. Rank held TriNet as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.