American Trust’s People Inc PPLI Stock Holding History

American Trust’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 Q1	–	Sell	-2,019	Closed	-$216K	–	516
2021 Q4	$216K	Buy	+2,019	New	+$228K	0.02%	336

Other funds holding PPLI

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

SAM

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

American Trust's PPLI Position: Q1 2022 in Review

American Trust sold out of People Inc (PPLI) in Q1 2022, closing a stake of 2,019 shares — an estimated $216K sold.

American Trust first reported a position in PPLI in Q4 2021 and held it in 1 quarter. The position peaked at $216K in Q4 2021. 425 funds tracked by Wall St. Rank hold PPLI as of Q1 2022.

American Trust reported no remaining People Inc position as of Q1 2022 after selling out during the quarter.
American Trust sold 2,019 People Inc shares in Q1 2022, an estimated $216K.
American Trust first reported a position in People Inc in Q4 2021 and held it in 1 quarter.
American Trust's People Inc position peaked at $216K in Q4 2021.
425 funds tracked by Wall St. Rank held People Inc as of Q1 2022.

Based on American Trust's 13F filing for Q1 2022, filed 8 Jun 2022.