BAM
PPLI

Barrett Asset Management’s People Inc PPLI Stock Holding History

Barrett 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
2020
Q2 		– Sell
-811
Closed -$26K – 395
2020
Q1 		$26K Hold
811
– – ﹤0.01% 259
2019
Q4 		$36K Hold
811
– – ﹤0.01% 266
2019
Q3 		$32K Buy
811
+755
+1,348% +$32.2K ﹤0.01% 260
2019
Q2 		$2K Hold
56
– – ﹤0.01% 355
2019
Q1 		$2K Hold
56
– – ﹤0.01% 359
2018
Q4 		$2K Buy
+56
New +$1.88K ﹤0.01% 358

Other funds holding PPLI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Barrett Asset Management's PPLI Position: Q2 2020 in Review

Barrett Asset Management sold out of People Inc (PPLI) in Q2 2020, closing a stake of 811 shares — an estimated $26K sold.

Barrett Asset Management first reported a position in PPLI in Q4 2018 and held it in 6 quarters. The position peaked at $36K in Q4 2019. 453 funds tracked by Wall St. Rank hold PPLI as of Q2 2020.

  • Barrett Asset Management reported no remaining People Inc position as of Q2 2020 after selling out during the quarter.
  • Barrett Asset Management sold 811 People Inc shares in Q2 2020, an estimated $26K.
  • Barrett Asset Management first reported a position in People Inc in Q4 2018 and held it in 6 quarters.
  • Barrett Asset Management's People Inc position peaked at $36K in Q4 2019.
  • 453 funds tracked by Wall St. Rank held People Inc as of Q2 2020.

Based on Barrett Asset Management's 13F filing for Q2 2020, filed 10 Aug 2020.