DBRC
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D.B. Root & Company’s Insperity NSP Stock Holding History

D.B. Root & Company’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
-2,932
Closed -$346K – 192
2021
Q4 		$346K Sell
2,932
-1,516
-34% -$179K 0.12% 155
2021
Q3 		$492K Sell
4,448
-982
-18% -$101K 0.19% 131
2021
Q2 		$490K Sell
5,430
-190
-3% -$17K 0.18% 136
2021
Q1 		$470K Sell
5,620
-111
-2% -$9.44K 0.18% 144
2020
Q4 		$466K Sell
5,731
-59
-1% -$4.84K 0.19% 137
2020
Q3 		$379K Buy
+5,790
New +$386K 0.15% 154

Other funds holding NSP

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $139B AUM 29.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.B. Root & Company's NSP Position: Q1 2022 in Review

D.B. Root & Company sold out of Insperity (NSP) in Q1 2022, closing a stake of 2,932 shares — an estimated $346K sold.

D.B. Root & Company first reported a position in NSP in Q3 2020 and held it in 6 quarters. The position peaked at $492K in Q3 2021. 272 funds tracked by Wall St. Rank hold NSP as of Q1 2022.

  • D.B. Root & Company reported no remaining Insperity position as of Q1 2022 after selling out during the quarter.
  • D.B. Root & Company sold 2,932 Insperity shares in Q1 2022, an estimated $346K.
  • D.B. Root & Company first reported a position in Insperity in Q3 2020 and held it in 6 quarters.
  • D.B. Root & Company's Insperity position peaked at $492K in Q3 2021.
  • 272 funds tracked by Wall St. Rank held Insperity as of Q1 2022.

Based on D.B. Root & Company's 13F filing for Q1 2022, filed 6 May 2022.