Yorktown Management & Research Company’s TriNet TNET Stock Holding History

Yorktown Management & Research Company’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 Q2	–	Sell	-4,350	Closed	-$345K	–	235
2025 Q1	$345K	Buy	+4,350	New	+$361K	0.37%	120
2022 Q4	–	Sell	-4,700	Closed	-$335K	–	215
2022 Q3	$335K	Hold	4,700	–	–	0.43%	90
2022 Q2	$365K	Sell	4,700 -1,800	-28%	-$150K	0.47%	93
2022 Q1	$639K	Hold	6,500	–	–	0.54%	52
2021 Q4	$619K	Hold	6,500	–	–	0.42%	82
2021 Q3	$615K	Hold	6,500	–	–	0.46%	61
2021 Q2	$471K	Buy	6,500 +900	+16%	+$69.8K	0.37%	115
2021 Q1	$437K	Hold	5,600	–	–	0.36%	90
2020 Q4	$451K	Sell	5,600 -1,100	-16%	-$81.3K	0.41%	103
2020 Q3	$397K	Hold	6,700	–	–	0.37%	108
2020 Q2	$408K	Hold	6,700	–	–	0.37%	69
2020 Q1	$252K	Hold	6,700	–	–	0.25%	159
2019 Q4	$379K	Buy	6,700 +796	+13%	+$44.3K	0.2%	154
2019 Q3	$367K	Hold	5,904	–	–	0.2%	138
2019 Q2	$400K	Hold	5,904	–	–	0.15%	175
2019 Q1	$353K	Hold	5,904	–	–	0.11%	211
2018 Q4	$248K	Buy	5,904 +354	+6%	+$16.3K	0.08%	279
2018 Q3	$313K	Buy	5,550 +468	+9%	+$26.3K	0.09%	267
2018 Q2	$284K	Buy	5,082 +582	+13%	+$30.6K	0.08%	291
2018 Q1	$208K	Buy	+4,500	New	+$199K	0.06%	351
2015 Q2	–	Sell	-7,000	Closed	-$247K	–	505
2015 Q1	$247K	Sell	7,000 -3,000	-30%	-$103K	0.04%	338
2014 Q4	$313K	Hold	10,000	–	–	0.07%	148
2014 Q3	$258K	Buy	+10,000	New	+$258K	0.05%	246

Other funds holding TNET

Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Yorktown Management & Research Company's TNET Position: Q2 2025 in Review

Yorktown Management & Research Company sold out of TriNet (TNET) in Q2 2025, closing a stake of 4,350 shares — an estimated $345K sold.

Yorktown Management & Research Company first reported a position in TNET in Q3 2014 and held it in 23 quarters. The position peaked at $639K in Q1 2022. 256 funds tracked by Wall St. Rank hold TNET as of Q2 2025.

Yorktown Management & Research Company reported no remaining TriNet position as of Q2 2025 after selling out during the quarter.
Yorktown Management & Research Company sold 4,350 TriNet shares in Q2 2025, an estimated $345K.
Yorktown Management & Research Company first reported a position in TriNet in Q3 2014 and held it in 23 quarters.
Yorktown Management & Research Company's TriNet position peaked at $639K in Q1 2022.
256 funds tracked by Wall St. Rank held TriNet as of Q2 2025.

Based on Yorktown Management & Research Company's 13F filing for Q2 2025, filed 4 Aug 2025.