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Ellevest Inc’s TriNet TNET Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-5
Closed -$403 – 1504
2023
Q1 		$403 Hold
5
– – ﹤0.01% 1699
2022
Q4 		$339 Sell
5
-61
-92% -$4.21K ﹤0.01% 1669
2022
Q3 		$5K Buy
66
+32
+94% +$2.6K ﹤0.01% 1189
2022
Q2 		$3K Buy
+34
New +$2.84K ﹤0.01% 1117

Other funds holding TNET

AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return
Mawer Investment Management
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Ellevest Inc's TNET Position: Q2 2023 in Review

Ellevest Inc sold out of TriNet (TNET) in Q2 2023, closing a stake of 5 shares — an estimated $403 sold.

Ellevest Inc first reported a position in TNET in Q2 2022 and held it in 4 quarters. The position peaked at $5K in Q3 2022. 246 funds tracked by Wall St. Rank hold TNET as of Q2 2023.

  • Ellevest Inc reported no remaining TriNet position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 5 TriNet shares in Q2 2023, an estimated $403.
  • Ellevest Inc first reported a position in TriNet in Q2 2022 and held it in 4 quarters.
  • Ellevest Inc's TriNet position peaked at $5K in Q3 2022.
  • 246 funds tracked by Wall St. Rank held TriNet as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.