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Sageworth Trust’s Insperity NSP Stock Holding History

Sageworth Trust’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
2023
Q2 		– Sell
-41
Closed -$4.98K – 318
2023
Q1 		$4.98K Hold
41
– – ﹤0.01% 384
2022
Q4 		$5K Hold
41
– – ﹤0.01% 257
2022
Q3 		$4K Hold
41
– – ﹤0.01% 271
2022
Q2 		$4K Hold
41
– – ﹤0.01% 303
2022
Q1 		$4K Hold
41
– – ﹤0.01% 275
2021
Q4 		$5K Sell
41
-139
-77% -$16.4K ﹤0.01% 401
2021
Q3 		$20K Hold
180
– – ﹤0.01% 368
2021
Q2 		$16K Buy
+180
New +$16.1K ﹤0.01% 458

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Sageworth Trust's NSP Position: Q2 2023 in Review

Sageworth Trust sold out of Insperity (NSP) in Q2 2023, closing a stake of 41 shares — an estimated $4.98K sold.

Sageworth Trust first reported a position in NSP in Q2 2021 and held it in 8 quarters. The position peaked at $20K in Q3 2021. 330 funds tracked by Wall St. Rank hold NSP as of Q2 2023.

  • Sageworth Trust reported no remaining Insperity position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 41 Insperity shares in Q2 2023, an estimated $4.98K.
  • Sageworth Trust first reported a position in Insperity in Q2 2021 and held it in 8 quarters.
  • Sageworth Trust's Insperity position peaked at $20K in Q3 2021.
  • 330 funds tracked by Wall St. Rank held Insperity as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.