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Wintrust Investments’s Insperity NSP Stock Holding History

Wintrust 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
2020
Q3 		– Sell
-6,348
Closed -$411K – 366
2020
Q2 		$411K Sell
6,348
-1,230
-16% -$61.6K 0.06% 223
2020
Q1 		$283K Hold
7,578
– – 0.05% 246
2019
Q4 		$652K Hold
7,578
– – 0.09% 172
2019
Q3 		$747K Sell
7,578
-504
-6% -$54.7K 0.11% 147
2019
Q2 		$987K Sell
8,082
-230
-3% -$27.7K 0.15% 121
2019
Q1 		$1.03M Hold
8,312
– – 0.17% 116
2018
Q4 		$776K Sell
8,312
-158
-2% -$16.4K 0.15% 129
2018
Q3 		$999K Hold
8,470
– – 0.16% 120
2018
Q2 		$807K Buy
+8,470
New +$728K 0.14% 144

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wintrust Investments's NSP Position: Q3 2020 in Review

Wintrust Investments sold out of Insperity (NSP) in Q3 2020, closing a stake of 6,348 shares — an estimated $411K sold.

Wintrust Investments first reported a position in NSP in Q2 2018 and held it in 9 quarters. The position peaked at $1.03M in Q1 2019. 260 funds tracked by Wall St. Rank hold NSP as of Q3 2020.

  • Wintrust Investments reported no remaining Insperity position as of Q3 2020 after selling out during the quarter.
  • Wintrust Investments sold 6,348 Insperity shares in Q3 2020, an estimated $411K.
  • Wintrust Investments first reported a position in Insperity in Q2 2018 and held it in 9 quarters.
  • Wintrust Investments's Insperity position peaked at $1.03M in Q1 2019.
  • 260 funds tracked by Wall St. Rank held Insperity as of Q3 2020.

Based on Wintrust Investments's 13F filing for Q3 2020, filed 12 Nov 2020.