Roosevelt Investment Group’s Insight Enterprises NSIT Stock Holding History

Roosevelt Investment Group’s Portfolio NSIT Stock Details NSIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$557K	Sell	6,759 -21	-0.3%	-$1.87K	0.04%	170
2022 Q2	$585K	Sell	6,780 -203	-3%	-$19.8K	0.04%	168
2022 Q1	$749K	Hold	6,983	–	–	0.04%	157
2021 Q4	$744K	Hold	6,983	–	–	0.04%	156
2021 Q3	$629K	Hold	6,983	–	–	0.04%	161
2021 Q2	$698K	Sell	6,983 -2,770	-28%	-$280K	0.04%	154
2021 Q1	$931K	Hold	9,753	–	–	0.06%	131
2020 Q4	$742K	Buy	9,753 +2,188	+29%	+$147K	0.05%	141
2020 Q3	$428K	Buy	+7,565	New	+$406K	0.03%	154

Other funds holding NSIT

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

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Roosevelt Investment Group's NSIT Position: Q3 2022 in Review

Roosevelt Investment Group reduced its Insight Enterprises (NSIT) stake by 0.31% in Q3 2022, selling an estimated $1.87K and leaving 6,759 shares worth $557K. The position accounts for 0.04% of the portfolio, ranked #170.

Roosevelt Investment Group first reported a position in NSIT in Q3 2020 and has held it in 9 quarters since. The position peaked at $931K in Q1 2021. 249 funds tracked by Wall St. Rank hold NSIT as of Q3 2022.

Roosevelt Investment Group held 6,759 shares of Insight Enterprises worth $557K as of Q3 2022.
Roosevelt Investment Group sold 21 Insight Enterprises shares in Q3 2022, an estimated $1.87K.
Insight Enterprises made up 0.04% of Roosevelt Investment Group's portfolio in Q3 2022, its #170 holding.
Roosevelt Investment Group first reported a position in Insight Enterprises in Q3 2020 and has held it in 9 quarters since.
Roosevelt Investment Group's Insight Enterprises position peaked at $931K in Q1 2021.
249 funds tracked by Wall St. Rank held Insight Enterprises as of Q3 2022.

Based on Roosevelt Investment Group's 13F filing for Q3 2022, filed 19 Oct 2022.