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Steward Financial Group’s Insperity NSP Stock Holding History

Steward Financial Group’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
Q3 		$0 Buy
+10
New +$1.04K ﹤0.01% 1481
2023
Q2 		– Sell
-23
Closed -$2K – 811
2023
Q1 		$2K Buy
23
+13
+130% +$1.52K ﹤0.01% 511
2022
Q4 		$1K Buy
+10
New +$1.13K ﹤0.01% 445
2022
Q3 		– Sell
-7
Closed – – 903
2022
Q2 		$0 Buy
+7
New +$694 ﹤0.01% 1239

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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 $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Financial Group's NSP Position: Q3 2023 in Review

Steward Financial Group opened a new position in Insperity (NSP) in Q3 2023: 10 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1481 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in NSP as recently as Q1 2023.

Steward Financial Group first reported a position in NSP in Q2 2022 and has held it in 4 quarters since. The position peaked at $2K in Q1 2023. 325 funds tracked by Wall St. Rank hold NSP as of Q3 2023.

  • Steward Financial Group held 10 shares of Insperity worth $0 as of Q3 2023.
  • Insperity was a new Steward Financial Group position in Q3 2023.
  • Insperity made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1481 holding.
  • Steward Financial Group first reported a position in Insperity in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Insperity position peaked at $2K in Q1 2023.
  • 325 funds tracked by Wall St. Rank held Insperity as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.