Oak Ridge Investments’s Insperity NSP Stock Holding History

Oak Ridge 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
2020 Q2	–	Sell	-60,165	Closed	-$2.24M	–	184
2020 Q1	$2.24M	Sell	60,165 -4,992	-8%	-$354K	0.23%	104
2019 Q4	$5.61M	Sell	65,157 -23,990	-27%	-$2.09M	0.41%	91
2019 Q3	$8.79M	Sell	89,147 -7,314	-8%	-$794K	0.66%	65
2019 Q2	$11.8M	Buy	+96,461	New	+$11.6M	0.81%	48

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

LCM

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

ACA

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

MNG

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

Oak Ridge Investments's NSP Position: Q2 2020 in Review

Oak Ridge Investments sold out of Insperity (NSP) in Q2 2020, closing a stake of 60,165 shares — an estimated $2.24M sold.

Oak Ridge Investments first reported a position in NSP in Q2 2019 and held it in 4 quarters. The position peaked at $11.8M in Q2 2019. 250 funds tracked by Wall St. Rank hold NSP as of Q2 2020.

Oak Ridge Investments reported no remaining Insperity position as of Q2 2020 after selling out during the quarter.
Oak Ridge Investments sold 60,165 Insperity shares in Q2 2020, an estimated $2.24M.
Oak Ridge Investments first reported a position in Insperity in Q2 2019 and held it in 4 quarters.
Oak Ridge Investments's Insperity position peaked at $11.8M in Q2 2019.
250 funds tracked by Wall St. Rank held Insperity as of Q2 2020.

Based on Oak Ridge Investments's 13F filing for Q2 2020, filed 5 Aug 2020.