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Fulcrum Equity Management’s Insperity NSP Stock Holding History

Fulcrum Equity Management’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
2024
Q2 		– Sell
-2,502
Closed -$274K – 144
2024
Q1 		$274K Buy
2,502
+39
+2% +$4.15K 0.32% 94
2023
Q4 		$289K Sell
2,463
-631
-20% -$68.2K 0.36% 79
2023
Q3 		$302K Buy
3,094
+13
+0.4% +$1.36K 0.35% 70
2023
Q2 		$367K Buy
+3,081
New +$366K 0.43% 63

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fulcrum Equity Management's NSP Position: Q2 2024 in Review

Fulcrum Equity Management sold out of Insperity (NSP) in Q2 2024, closing a stake of 2,502 shares — an estimated $274K sold.

Fulcrum Equity Management first reported a position in NSP in Q2 2023 and held it in 4 quarters. The position peaked at $367K in Q2 2023. 327 funds tracked by Wall St. Rank hold NSP as of Q2 2024.

  • Fulcrum Equity Management reported no remaining Insperity position as of Q2 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 2,502 Insperity shares in Q2 2024, an estimated $274K.
  • Fulcrum Equity Management first reported a position in Insperity in Q2 2023 and held it in 4 quarters.
  • Fulcrum Equity Management's Insperity position peaked at $367K in Q2 2023.
  • 327 funds tracked by Wall St. Rank held Insperity as of Q2 2024.

Based on Fulcrum Equity Management's 13F filing for Q2 2024, filed 22 Jul 2024.