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Dana Investment Advisors’s Insperity NSP Stock Holding History

Dana Investment Advisors’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
Q1 		– Sell
-4,199
Closed -$361K – 300
2019
Q4 		$361K Sell
4,199
-153,982
-97% -$13.4M 0.02% 244
2019
Q3 		$15.6M Buy
158,181
+12,073
+8% +$1.31M 0.79% 48
2019
Q2 		$17.8M Sell
146,108
-13,391
-8% -$1.61M 0.88% 43
2019
Q1 		$19.7M Sell
159,499
-15,026
-9% -$1.71M 0.93% 40
2018
Q4 		$16.3M Sell
174,525
-9,336
-5% -$970K 0.83% 45
2018
Q3 		$21.7M Sell
183,861
-12,807
-7% -$1.39M 0.89% 44
2018
Q2 		$18.7M Buy
+196,668
New +$16.9M 0.82% 49

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dana Investment Advisors's NSP Position: Q1 2020 in Review

Dana Investment Advisors sold out of Insperity (NSP) in Q1 2020, closing a stake of 4,199 shares — an estimated $361K sold.

Dana Investment Advisors first reported a position in NSP in Q2 2018 and held it in 7 quarters. The position peaked at $21.7M in Q3 2018. 239 funds tracked by Wall St. Rank hold NSP as of Q1 2020.

  • Dana Investment Advisors reported no remaining Insperity position as of Q1 2020 after selling out during the quarter.
  • Dana Investment Advisors sold 4,199 Insperity shares in Q1 2020, an estimated $361K.
  • Dana Investment Advisors first reported a position in Insperity in Q2 2018 and held it in 7 quarters.
  • Dana Investment Advisors's Insperity position peaked at $21.7M in Q3 2018.
  • 239 funds tracked by Wall St. Rank held Insperity as of Q1 2020.

Based on Dana Investment Advisors's 13F filing for Q1 2020, filed 13 May 2020.