AT
PPLI

Avalon Trust’s People Inc PPLI Stock Holding History

Avalon 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
2024
Q3 		– Sell
-2,194
Closed -$84.3K – 323
2024
Q2 		$84.3K Hold
2,194
– – 0.01% 175
2024
Q1 		$96K Hold
2,194
– – 0.01% 176
2023
Q4 		$94.3K Hold
2,194
– – 0.01% 168
2023
Q3 		$90.7K Hold
2,194
– – 0.01% 157
2023
Q2 		$113K Hold
2,194
– – 0.01% 153
2023
Q1 		$92.9K Buy
+2,194
New +$93.9K 0.01% 157

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

Avalon Trust's PPLI Position: Q3 2024 in Review

Avalon Trust sold out of People Inc (PPLI) in Q3 2024, closing a stake of 2,194 shares — an estimated $84.3K sold.

Avalon Trust first reported a position in PPLI in Q1 2023 and held it in 6 quarters. The position peaked at $113K in Q2 2023. 366 funds tracked by Wall St. Rank hold PPLI as of Q3 2024.

  • Avalon Trust reported no remaining People Inc position as of Q3 2024 after selling out during the quarter.
  • Avalon Trust sold 2,194 People Inc shares in Q3 2024, an estimated $84.3K.
  • Avalon Trust first reported a position in People Inc in Q1 2023 and held it in 6 quarters.
  • Avalon Trust's People Inc position peaked at $113K in Q2 2023.
  • 366 funds tracked by Wall St. Rank held People Inc as of Q3 2024.

Based on Avalon Trust's 13F filing for Q3 2024, filed 13 Nov 2024.