Tilia Fiduciary Partners’s TriNet TNET Stock Holding History

Tilia Fiduciary Partners’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
2025 Q1	–	Sell	-20,768	Closed	-$1.89M	–	118
2024 Q4	$1.89M	Buy	20,768 +548	+3%	+$50.6K	1.29%	35
2024 Q3	$1.96M	Buy	20,220 +1,595	+9%	+$159K	1.36%	31
2024 Q2	$1.86M	Buy	18,625 +1,574	+9%	+$175K	1.46%	29
2024 Q1	$2.26M	Buy	17,051 +1,143	+7%	+$139K	1.83%	15
2023 Q4	$1.89M	Buy	15,908 +427	+3%	+$48.8K	1.76%	16
2023 Q3	$1.8M	Buy	15,481 +968	+7%	+$102K	1.88%	11
2023 Q2	$1.38M	Buy	14,513 +487	+3%	+$44.3K	1.23%	25
2023 Q1	$1.13M	Buy	14,026 +575	+4%	+$45K	1.08%	30
2022 Q4	$912K	Buy	13,451 +1,995	+17%	+$138K	0.88%	37
2022 Q3	$810K	Buy	+11,456	New	+$932K	0.82%	40

Other funds holding TNET

Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Tilia Fiduciary Partners's TNET Position: Q1 2025 in Review

Tilia Fiduciary Partners sold out of TriNet (TNET) in Q1 2025, closing a stake of 20,768 shares — an estimated $1.89M sold.

Tilia Fiduciary Partners first reported a position in TNET in Q3 2022 and held it in 10 quarters. The position peaked at $2.26M in Q1 2024. 249 funds tracked by Wall St. Rank hold TNET as of Q1 2025.

Tilia Fiduciary Partners reported no remaining TriNet position as of Q1 2025 after selling out during the quarter.
Tilia Fiduciary Partners sold 20,768 TriNet shares in Q1 2025, an estimated $1.89M.
Tilia Fiduciary Partners first reported a position in TriNet in Q3 2022 and held it in 10 quarters.
Tilia Fiduciary Partners's TriNet position peaked at $2.26M in Q1 2024.
249 funds tracked by Wall St. Rank held TriNet as of Q1 2025.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2025, filed 14 Apr 2025.