CSat Investment Advisory’s TriNet TNET Stock Holding History

CSat Investment Advisory’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
2020 Q4	–	Sell	-249	Closed	-$15K	–	921
2020 Q3	$15K	Buy	249 +27	+12%	+$1.73K	﹤0.01%	952
2020 Q2	$14K	Sell	222 -3	-1%	-$150	﹤0.01%	955
2020 Q1	$8K	Buy	225 +42	+23%	+$2.19K	﹤0.01%	964
2019 Q4	$10K	Buy	183 +22	+14%	+$1.22K	﹤0.01%	992
2019 Q3	$10K	Buy	161 +22	+16%	+$1.5K	﹤0.01%	935
2019 Q2	$9K	Buy	+139	New	+$8.84K	﹤0.01%	920

Other funds holding TNET

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

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

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

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

ACH

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

CSat Investment Advisory's TNET Position: Q4 2020 in Review

CSat Investment Advisory sold out of TriNet (TNET) in Q4 2020, closing a stake of 249 shares — an estimated $15K sold.

CSat Investment Advisory first reported a position in TNET in Q2 2019 and held it in 6 quarters. The position peaked at $15K in Q3 2020. 209 funds tracked by Wall St. Rank hold TNET as of Q4 2020.

CSat Investment Advisory reported no remaining TriNet position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 249 TriNet shares in Q4 2020, an estimated $15K.
CSat Investment Advisory first reported a position in TriNet in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's TriNet position peaked at $15K in Q3 2020.
209 funds tracked by Wall St. Rank held TriNet as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.