BAAM
PPLI

Baker Avenue Asset Management’s People Inc PPLI Stock Holding History

Baker Avenue 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
2023
Q4 		– Sell
-46
Closed -$1.92K – 873
2023
Q3 		$1.92K Hold
46
– – ﹤0.01% 1143
2023
Q2 		$2.39K Sell
46
-5
-10% -$229 ﹤0.01% 952
2023
Q1 		$2.17K Buy
51
+5
+11% +$214 ﹤0.01% 973
2022
Q4 		$1.69K Buy
+46
New +$1.82K ﹤0.01% 968
2020
Q1 		– Sell
-17,519
Closed -$779K – 220
2019
Q4 		$779K Sell
17,519
-241
-1% -$9.71K 0.06% 169
2019
Q3 		$691K Buy
+17,760
New +$758K 0.06% 160
2015
Q2 		– Sell
-22,158
Closed -$267K – 255
2015
Q1 		$267K Sell
22,158
-18,845
-46% -$218K 0.04% 196
2014
Q4 		$445K Buy
41,003
+5,629
+16% +$63.7K 0.06% 167
2014
Q3 		$417K Buy
35,374
+17,245
+95% +$208K 0.06% 180
2014
Q2 		$224K Buy
+18,129
New +$217K 0.03% 259
2014
Q1 		– Sell
-21,878
Closed -$268K – 225
2013
Q4 		$268K Sell
21,878
-3,022
-12% -$31.2K 0.05% 189
2013
Q3 		$243K Buy
+24,900
New +$228K 0.05% 183

Other funds holding PPLI

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
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Baker Avenue Asset Management's PPLI Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of People Inc (PPLI) in Q4 2023, closing a stake of 46 shares — an estimated $1.92K sold.

Baker Avenue Asset Management first reported a position in PPLI in Q3 2013 and held it in 12 quarters. The position peaked at $779K in Q4 2019. 353 funds tracked by Wall St. Rank hold PPLI as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining People Inc position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 46 People Inc shares in Q4 2023, an estimated $1.92K.
  • Baker Avenue Asset Management first reported a position in People Inc in Q3 2013 and held it in 12 quarters.
  • Baker Avenue Asset Management's People Inc position peaked at $779K in Q4 2019.
  • 353 funds tracked by Wall St. Rank held People Inc as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.