Violich Capital Management’s Insperity NSP Stock Holding History

Violich Capital Management’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
2021 Q1	–	Sell	-2,550	Closed	-$208K	–	118
2020 Q4	$208K	Buy	+2,550	New	+$209K	0.04%	99
2020 Q1	–	Sell	-2,700	Closed	-$232K	–	107
2019 Q4	$232K	Buy	2,700 +25	+0.9%	+$2.17K	0.05%	104
2019 Q3	$264K	Hold	2,675	–	–	0.06%	96
2019 Q2	$327K	Hold	2,675	–	–	0.08%	93
2019 Q1	$331K	Sell	2,675 -875	-25%	-$99.8K	0.08%	89
2018 Q4	$331K	Sell	3,550 -230	-6%	-$23.9K	0.09%	83
2018 Q3	$446K	Sell	3,780 -2,440	-39%	-$265K	0.1%	82
2018 Q2	$592K	Buy	6,220 +1,020	+20%	+$87.7K	0.15%	77
2018 Q1	$362K	Sell	5,200 -1,100	-17%	-$70.3K	0.1%	84
2017 Q4	$361K	Hold	6,300	–	–	0.09%	84
2017 Q3	$277K	Hold	6,300	–	–	0.08%	91
2017 Q2	$224K	Hold	6,300	–	–	0.07%	97
2017 Q1	$279K	Hold	6,300	–	–	0.08%	87
2016 Q4	$227K	Buy	6,300 +200	+3%	+$7.22K	0.07%	97
2016 Q3	$222K	Hold	6,100	–	–	0.08%	90
2016 Q2	$236K	Buy	+6,100	New	+$197K	0.07%	83

Other funds holding NSP

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

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

Violich Capital Management's NSP Position: Q1 2021 in Review

Violich Capital Management sold out of Insperity (NSP) in Q1 2021, closing a stake of 2,550 shares — an estimated $208K sold.

Violich Capital Management first reported a position in NSP in Q2 2016 and held it in 16 quarters. The position peaked at $592K in Q2 2018. 284 funds tracked by Wall St. Rank hold NSP as of Q1 2021.

Violich Capital Management reported no remaining Insperity position as of Q1 2021 after selling out during the quarter.
Violich Capital Management sold 2,550 Insperity shares in Q1 2021, an estimated $208K.
Violich Capital Management first reported a position in Insperity in Q2 2016 and held it in 16 quarters.
Violich Capital Management's Insperity position peaked at $592K in Q2 2018.
284 funds tracked by Wall St. Rank held Insperity as of Q1 2021.

Based on Violich Capital Management's 13F filing for Q1 2021, filed 30 Apr 2021.