Private Ocean’s Insperity NSP Stock Holding History

Private Ocean’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
2022 Q3	–	Sell	-4	Closed	–	–	613
2022 Q2	$0	Hold	4	–	–	﹤0.01%	598
2022 Q1	$0	Buy	+4	New	+$399	﹤0.01%	680

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Private Ocean's NSP Position: Q3 2022 in Review

Private Ocean sold out of Insperity (NSP) in Q3 2022, closing a stake of 4 shares.

Private Ocean first reported a position in NSP in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 291 funds tracked by Wall St. Rank hold NSP as of Q3 2022.

Private Ocean reported no remaining Insperity position as of Q3 2022 after selling out during the quarter.
Private Ocean sold 4 Insperity shares in Q3 2022.
Private Ocean first reported a position in Insperity in Q1 2022 and held it in 2 quarters.
Private Ocean's Insperity position peaked at $0 in Q2 2022.
291 funds tracked by Wall St. Rank held Insperity as of Q3 2022.

Based on Private Ocean's 13F filing for Q3 2022, filed 24 Oct 2022.