AAM
PPLI

Advisors Asset Management’s People Inc PPLI Stock Holding History

Advisors Asset Management’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-137
Closed -$5.97K – 1452
2024
Q1 		$5.97K Sell
137
-20
-13% -$863 ﹤0.01% 1388
2023
Q4 		$6.76K Hold
157
– – ﹤0.01% 1391
2023
Q3 		$6.5K Hold
157
– – ﹤0.01% 1392
2023
Q2 		$8.1K Buy
157
+28
+22% +$1.28K ﹤0.01% 1399
2023
Q1 		$5.47K Sell
129
-648
-83% -$27.7K ﹤0.01% 1436
2022
Q4 		$28.3K Sell
777
-415
-35% -$16.4K ﹤0.01% 1404
2022
Q3 		$54K Sell
1,192
-135
-10% -$7.6K ﹤0.01% 1343
2022
Q2 		$83K Sell
1,327
-70
-5% -$4.94K ﹤0.01% 1313
2022
Q1 		$115K Buy
1,397
+34
+2% +$3.3K ﹤0.01% 1330
2021
Q4 		$146K Buy
1,363
+960
+238% +$108K ﹤0.01% 1307
2021
Q3 		$43K Buy
403
+184
+84% +$20.3K ﹤0.01% 1393
2021
Q2 		$28K Sell
219
-4,486
-95% -$581K ﹤0.01% 1379
2021
Q1 		$555K Sell
4,705
-2,145
-31% -$266K 0.01% 992
2020
Q4 		$708K Sell
6,850
-424
-6% -$32.5K 0.01% 876
2020
Q3 		$476K Sell
7,274
-15,768
-68% -$1.08M 0.01% 932
2020
Q2 		$1.33M Sell
23,042
-9,344
-29% -$415K 0.03% 604
2020
Q1 		$1.04M Buy
32,386
+7,587
+31% +$300K 0.02% 605
2019
Q4 		$1.1M Sell
24,799
-8,779
-26% -$354K 0.02% 727
2019
Q3 		$1.31M Sell
33,578
-12,041
-26% -$514K 0.02% 665
2019
Q2 		$1.77M Sell
45,619
-26,551
-37% -$1.06M 0.03% 593
2019
Q1 		$2.71M Sell
72,170
-10,474
-13% -$388K 0.05% 443
2018
Q4 		$2.7M Sell
82,644
-3,542
-4% -$119K 0.05% 407
2018
Q3 		$3.34M Buy
86,186
+4,051
+5% +$131K 0.05% 397
2018
Q2 		$2.24M Buy
82,135
+32,694
+66% +$895K 0.04% 570
2018
Q1 		$1.32M Buy
49,441
+11,790
+31% +$311K 0.02% 730
2017
Q4 		$823K Buy
37,651
+9,859
+35% +$221K 0.01% 925
2017
Q3 		$584K Buy
27,792
+19,248
+225% +$374K 0.01% 1022
2017
Q2 		$158K Sell
8,544
-1,214
-12% -$20.6K ﹤0.01% 1308
2017
Q1 		$129K Sell
9,758
-19,898
-67% -$259K ﹤0.01% 1355
2016
Q4 		$343K Sell
29,656
-9,109
-23% -$107K 0.01% 1254
2016
Q3 		$433K Sell
38,765
-12,696
-25% -$134K 0.01% 1144
2016
Q2 		$518K Sell
51,461
-4,107
-7% -$38K 0.01% 1088
2016
Q1 		$468K Sell
55,568
-845
-1% -$7.27K 0.01% 1108
2015
Q4 		$605K Sell
56,413
-123,804
-69% -$1.43M 0.01% 1064
2015
Q3 		$2.1M Buy
180,217
+79,673
+79% +$1.06M 0.03% 609
2015
Q2 		$1.43M Buy
100,544
+5,959
+6% +$79K 0.02% 797
2015
Q1 		$1.14M Sell
94,585
-1,080
-1% -$12.5K 0.02% 833
2014
Q4 		$1.04M Buy
95,665
+32,291
+51% +$366K 0.01% 831
2014
Q3 		$746K Buy
63,374
+47,645
+303% +$576K 0.01% 895
2014
Q2 		$195K Sell
15,729
-7,128
-31% -$85.4K ﹤0.01% 1280
2014
Q1 		$292K Sell
22,857
-2,468
-10% -$31.7K ﹤0.01% 1158
2013
Q4 		$311K Buy
25,325
+5,361
+27% +$55.3K 0.01% 1088
2013
Q3 		$195K Sell
19,964
-1,131
-5% -$10.3K ﹤0.01% 1130
2013
Q2 		$179K Buy
+21,095
New +$180K ﹤0.01% 1133

Other funds holding PPLI

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Advisors Asset Management's PPLI Position: Q2 2024 in Review

Advisors Asset Management sold out of People Inc (PPLI) in Q2 2024, closing a stake of 137 shares — an estimated $5.97K sold.

Advisors Asset Management first reported a position in PPLI in Q2 2013 and held it in 44 quarters. The position peaked at $3.34M in Q3 2018. 357 funds tracked by Wall St. Rank hold PPLI as of Q2 2024.

  • Advisors Asset Management reported no remaining People Inc position as of Q2 2024 after selling out during the quarter.
  • Advisors Asset Management sold 137 People Inc shares in Q2 2024, an estimated $5.97K.
  • Advisors Asset Management first reported a position in People Inc in Q2 2013 and held it in 44 quarters.
  • Advisors Asset Management's People Inc position peaked at $3.34M in Q3 2018.
  • 357 funds tracked by Wall St. Rank held People Inc as of Q2 2024.

Based on Advisors Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.