SGI
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Summit Global Investments’s Insperity NSP Stock Holding History

Summit Global 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
2023
Q4 		– Sell
-2,856
Closed -$279K – 568
2023
Q3 		$279K Sell
2,856
-4,856
-63% -$508K 0.02% 433
2023
Q2 		$917K Sell
7,712
-388
-5% -$46.1K 0.06% 246
2023
Q1 		$985K Buy
+8,100
New +$947K 0.08% 246

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Summit Global Investments's NSP Position: Q4 2023 in Review

Summit Global Investments sold out of Insperity (NSP) in Q4 2023, closing a stake of 2,856 shares — an estimated $279K sold.

Summit Global Investments first reported a position in NSP in Q1 2023 and held it in 3 quarters. The position peaked at $985K in Q1 2023. 334 funds tracked by Wall St. Rank hold NSP as of Q4 2023.

  • Summit Global Investments reported no remaining Insperity position as of Q4 2023 after selling out during the quarter.
  • Summit Global Investments sold 2,856 Insperity shares in Q4 2023, an estimated $279K.
  • Summit Global Investments first reported a position in Insperity in Q1 2023 and held it in 3 quarters.
  • Summit Global Investments's Insperity position peaked at $985K in Q1 2023.
  • 334 funds tracked by Wall St. Rank held Insperity as of Q4 2023.

Based on Summit Global Investments's 13F filing for Q4 2023, filed 6 Feb 2024.