BFIM
PPLI

Beese Fulmer Investment Management’s People Inc PPLI Stock Holding History

Beese Fulmer Investment 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
Q3 		– Sell
-235
Closed -$14K – 351
2020
Q2 		$14K Buy
+235
New +$10.4K ﹤0.01% 445

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beese Fulmer Investment Management's PPLI Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of People Inc (PPLI) in Q3 2020, closing a stake of 235 shares — an estimated $14K sold.

Beese Fulmer Investment Management first reported a position in PPLI in Q2 2020 and held it in 1 quarter. The position peaked at $14K in Q2 2020. 475 funds tracked by Wall St. Rank hold PPLI as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining People Inc position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 235 People Inc shares in Q3 2020, an estimated $14K.
  • Beese Fulmer Investment Management first reported a position in People Inc in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's People Inc position peaked at $14K in Q2 2020.
  • 475 funds tracked by Wall St. Rank held People Inc as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.