UFF
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USA Financial Formulas’s TriNet TNET Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-197
Closed -$23.4K – 416
2023
Q4 		$23.4K Buy
197
+168
+579% +$19.2K ﹤0.01% 234
2023
Q3 		$3.38K Buy
+29
New +$3.06K 0.01% 281
2018
Q3 		– Sell
-9,085
Closed -$421K – 397
2018
Q2 		$421K Sell
9,085
-47
-0.5% -$2.47K 0.1% 159
2018
Q1 		$423K Sell
9,132
-1,895
-17% -$83.7K 0.1% 159
2017
Q4 		$489K Buy
+11,027
New +$441K 0.12% 151
2017
Q2 		– Sell
-9,800
Closed -$283K – 315
2017
Q1 		$283K Buy
+9,800
New +$263K 0.07% 208

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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

USA Financial Formulas's TNET Position: Q1 2024 in Review

USA Financial Formulas sold out of TriNet (TNET) in Q1 2024, closing a stake of 197 shares — an estimated $23.4K sold.

USA Financial Formulas first reported a position in TNET in Q1 2017 and held it in 6 quarters. The position peaked at $489K in Q4 2017. 285 funds tracked by Wall St. Rank hold TNET as of Q1 2024.

  • USA Financial Formulas reported no remaining TriNet position as of Q1 2024 after selling out during the quarter.
  • USA Financial Formulas sold 197 TriNet shares in Q1 2024, an estimated $23.4K.
  • USA Financial Formulas first reported a position in TriNet in Q1 2017 and held it in 6 quarters.
  • USA Financial Formulas's TriNet position peaked at $489K in Q4 2017.
  • 285 funds tracked by Wall St. Rank held TriNet as of Q1 2024.

Based on USA Financial Formulas's 13F filing for Q1 2024, filed 30 Apr 2024.