Lee Financial’s Insperity NSP Stock Holding History

Lee Financial’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 Q1	–	Sell	-2	Closed	-$227	–	905
2022 Q4	$227	Hold	2	–	–	﹤0.01%	873
2022 Q3	$0	Hold	2	–	–	﹤0.01%	952
2022 Q2	$0	Buy	+2	New	+$198	﹤0.01%	946

Other funds holding NSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Lee Financial's NSP Position: Q1 2023 in Review

Lee Financial sold out of Insperity (NSP) in Q1 2023, closing a stake of 2 shares — an estimated $227 sold.

Lee Financial first reported a position in NSP in Q2 2022 and held it in 3 quarters. The position peaked at $227 in Q4 2022. 333 funds tracked by Wall St. Rank hold NSP as of Q1 2023.

Lee Financial reported no remaining Insperity position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 2 Insperity shares in Q1 2023, an estimated $227.
Lee Financial first reported a position in Insperity in Q2 2022 and held it in 3 quarters.
Lee Financial's Insperity position peaked at $227 in Q4 2022.
333 funds tracked by Wall St. Rank held Insperity as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.