AM Squared’s People Inc PPLI Stock Holding History

AM Squared’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
2023 Q2	–	Sell	-9,021	Closed	-$382K	–	142
2023 Q1	$382K	Sell	9,021 -2,072	-19%	-$88.7K	0.3%	44
2022 Q4	$404K	Buy	+11,093	New	+$439K	0.27%	52

Other funds holding PPLI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

FCM

Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

AM Squared's PPLI Position: Q2 2023 in Review

AM Squared sold out of People Inc (PPLI) in Q2 2023, closing a stake of 9,021 shares — an estimated $382K sold.

AM Squared first reported a position in PPLI in Q4 2022 and held it in 2 quarters. The position peaked at $404K in Q4 2022. 372 funds tracked by Wall St. Rank hold PPLI as of Q2 2023.

AM Squared reported no remaining People Inc position as of Q2 2023 after selling out during the quarter.
AM Squared sold 9,021 People Inc shares in Q2 2023, an estimated $382K.
AM Squared first reported a position in People Inc in Q4 2022 and held it in 2 quarters.
AM Squared's People Inc position peaked at $404K in Q4 2022.
372 funds tracked by Wall St. Rank held People Inc as of Q2 2023.

Based on AM Squared's 13F filing for Q2 2023, filed 31 Jul 2023.