NEI
NSP icon

Northwest & Ethical Investments’s Insperity NSP Stock Holding History

Northwest & Ethical Investments’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
2021
Q2 		– Sell
-14,402
Closed -$1.21M – 424
2021
Q1 		$1.21M Sell
14,402
-727
-5% -$61.8K 0.04% 314
2020
Q4 		$1.23M Sell
15,129
-991
-6% -$81.4K 0.05% 304
2020
Q3 		$1.06M Buy
+16,120
New +$1.08M 0.05% 305

Other funds holding NSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northwest & Ethical Investments's NSP Position: Q2 2021 in Review

Northwest & Ethical Investments sold out of Insperity (NSP) in Q2 2021, closing a stake of 14,402 shares — an estimated $1.21M sold.

Northwest & Ethical Investments first reported a position in NSP in Q3 2020 and held it in 3 quarters. The position peaked at $1.23M in Q4 2020. 273 funds tracked by Wall St. Rank hold NSP as of Q2 2021.

  • Northwest & Ethical Investments reported no remaining Insperity position as of Q2 2021 after selling out during the quarter.
  • Northwest & Ethical Investments sold 14,402 Insperity shares in Q2 2021, an estimated $1.21M.
  • Northwest & Ethical Investments first reported a position in Insperity in Q3 2020 and held it in 3 quarters.
  • Northwest & Ethical Investments's Insperity position peaked at $1.23M in Q4 2020.
  • 273 funds tracked by Wall St. Rank held Insperity as of Q2 2021.

Based on Northwest & Ethical Investments's 13F filing for Q2 2021, filed 9 Jul 2025.