AFG
PPLI

Albion Financial Group’s People Inc PPLI Stock Holding History

Albion Financial Group’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
2022
Q2 		– Sell
-12
Closed -$1K – 572
2022
Q1 		$1K Sell
12
-165
-93% -$16K ﹤0.01% 536
2021
Q4 		$19K Buy
+177
New +$20K ﹤0.01% 358
2014
Q1 		– Sell
-570,077
Closed -$6.99M – 189
2013
Q4 		$6.99M Sell
570,077
-313,169
-35% -$3.23M 1.31% 25
2013
Q3 		$8.63M Buy
883,246
+10,502
+1% +$96K 1.84% 14
2013
Q2 		$7.42M Buy
+872,744
New +$7.44M 1.65% 19

Other funds holding PPLI

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Albion Financial Group's PPLI Position: Q2 2022 in Review

Albion Financial Group sold out of People Inc (PPLI) in Q2 2022, closing a stake of 12 shares — an estimated $1K sold.

Albion Financial Group first reported a position in PPLI in Q2 2013 and held it in 5 quarters. The position peaked at $8.63M in Q3 2013. 404 funds tracked by Wall St. Rank hold PPLI as of Q2 2022.

  • Albion Financial Group reported no remaining People Inc position as of Q2 2022 after selling out during the quarter.
  • Albion Financial Group sold 12 People Inc shares in Q2 2022, an estimated $1K.
  • Albion Financial Group first reported a position in People Inc in Q2 2013 and held it in 5 quarters.
  • Albion Financial Group's People Inc position peaked at $8.63M in Q3 2013.
  • 404 funds tracked by Wall St. Rank held People Inc as of Q2 2022.

Based on Albion Financial Group's 13F filing for Q2 2022, filed 29 Jul 2022.