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Summit Global Investments’s TriNet TNET Stock Holding History

Summit Global Investments’s Portfolio TNET Stock Details TNET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,236
Closed -$605K – 638
2024
Q3 		$605K Buy
+6,236
New +$621K 0.04% 339
2021
Q3 		– Sell
-3,500
Closed -$254K – 566
2021
Q2 		$254K Sell
3,500
-3,400
-49% -$264K 0.02% 489
2021
Q1 		$538K Buy
+6,900
New +$557K 0.03% 331

Other funds holding TNET

AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Global Investments's TNET Position: Q4 2024 in Review

Summit Global Investments sold out of TriNet (TNET) in Q4 2024, closing a stake of 6,236 shares — an estimated $605K sold.

Summit Global Investments first reported a position in TNET in Q1 2021 and held it in 3 quarters. The position peaked at $605K in Q3 2024. 244 funds tracked by Wall St. Rank hold TNET as of Q4 2024.

  • Summit Global Investments reported no remaining TriNet position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 6,236 TriNet shares in Q4 2024, an estimated $605K.
  • Summit Global Investments first reported a position in TriNet in Q1 2021 and held it in 3 quarters.
  • Summit Global Investments's TriNet position peaked at $605K in Q3 2024.
  • 244 funds tracked by Wall St. Rank held TriNet as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.