Freedom Day Solutions’s Insperity NSP Stock Holding History

Freedom Day Solutions’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	-13,296	Closed	-$1.58M	–	101
2023 Q2	$1.58M	Sell	13,296 -681	-5%	-$80.8K	0.7%	52
2023 Q1	$1.7M	Buy	13,977 +367	+3%	+$42.9K	0.8%	46
2022 Q4	$1.55M	Sell	13,610 -518	-4%	-$58.7K	0.77%	49
2022 Q3	$1.44M	Buy	14,128 +10,686	+310%	+$1.15M	0.78%	48
2022 Q2	$344K	Sell	3,442 -54	-2%	-$5.35K	0.17%	92
2022 Q1	$351K	Sell	3,496 -4,072	-54%	-$406K	0.15%	99
2021 Q4	$894K	Buy	7,568 +555	+8%	+$65.5K	0.36%	80
2021 Q3	$777K	Sell	7,013 -149	-2%	-$15.3K	0.36%	78
2021 Q2	$647K	Buy	+7,162	New	+$639K	0.31%	80

Other funds holding NSP

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

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

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