Marshall Wace North America’s Insperity NSP Stock Holding History

Marshall Wace North America’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
2020 Q4	–	Sell	-6,573	Closed	-$431K	–	1490
2020 Q3	$431K	Buy	+6,573	New	+$438K	﹤0.01%	997
2020 Q1	–	Sell	-407,012	Closed	-$35M	–	1484
2019 Q4	$35M	Buy	407,012 +358,900	+746%	+$31.2M	0.17%	148
2019 Q3	$4.75M	Buy	+48,112	New	+$5.22M	0.03%	370
2019 Q1	–	Sell	-1,040	Closed	-$97K	–	1792
2018 Q4	$97K	Buy	+1,040	New	+$108K	﹤0.01%	1088
2018 Q2	–	Sell	-4,800	Closed	-$334K	–	1593
2018 Q1	$334K	Sell	4,800 -27,066	-85%	-$1.73M	﹤0.01%	1236
2017 Q4	$1.83M	Sell	31,866 -44,688	-58%	-$2.37M	0.01%	854
2017 Q3	$3.37M	Sell	76,554 -1,820	-2%	-$72K	0.02%	662
2017 Q2	$2.78M	Buy	+78,374	New	+$3.17M	0.02%	654

Other funds holding NSP

BlackRock New York $5.72T AUM 30.48% 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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Marshall Wace North America's NSP Position: Q4 2020 in Review

Marshall Wace North America sold out of Insperity (NSP) in Q4 2020, closing a stake of 6,573 shares — an estimated $431K sold.

Marshall Wace North America first reported a position in NSP in Q2 2017 and held it in 8 quarters. The position peaked at $35M in Q4 2019. 293 funds tracked by Wall St. Rank hold NSP as of Q4 2020.

Marshall Wace North America reported no remaining Insperity position as of Q4 2020 after selling out during the quarter.
Marshall Wace North America sold 6,573 Insperity shares in Q4 2020, an estimated $431K.
Marshall Wace North America first reported a position in Insperity in Q2 2017 and held it in 8 quarters.
Marshall Wace North America's Insperity position peaked at $35M in Q4 2019.
293 funds tracked by Wall St. Rank held Insperity as of Q4 2020.

Based on Marshall Wace North America's 13F filing for Q4 2020, filed 16 Feb 2021.