DI
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Disciplined Investments’s Insperity NSP Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-5
Closed -$595 – 1066
2023
Q2 		$595 Sell
5
-1
-17% -$119 ﹤0.01% 1170
2023
Q1 		$729 Buy
6
+1
+20% +$117 ﹤0.01% 1101
2022
Q4 		$568 Sell
5
-2
-29% -$226 ﹤0.01% 1144
2022
Q3 		$1K Hold
7
– – ﹤0.01% 1008
2022
Q2 		$1K Buy
7
+2
+40% +$198 ﹤0.01% 1032
2022
Q1 		$1K Buy
+5
New +$498 ﹤0.01% 1096

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Disciplined Investments's NSP Position: Q3 2023 in Review

Disciplined Investments sold out of Insperity (NSP) in Q3 2023, closing a stake of 5 shares — an estimated $595 sold.

Disciplined Investments first reported a position in NSP in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 325 funds tracked by Wall St. Rank hold NSP as of Q3 2023.

  • Disciplined Investments reported no remaining Insperity position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 5 Insperity shares in Q3 2023, an estimated $595.
  • Disciplined Investments first reported a position in Insperity in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Insperity position peaked at $1K in Q3 2022.
  • 325 funds tracked by Wall St. Rank held Insperity as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.