BAM
PPLI

Bellevue Asset Management’s People Inc PPLI Stock Holding History

Bellevue 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
2021
Q3 		– Sell
-9
Closed -$1K – 593
2021
Q2 		$1K Sell
9
-4
-31% -$518 ﹤0.01% 571
2021
Q1 		$2K Hold
13
– – ﹤0.01% 571
2020
Q4 		$1K Buy
+13
New +$996 ﹤0.01% 629

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bellevue Asset Management's PPLI Position: Q3 2021 in Review

Bellevue Asset Management sold out of People Inc (PPLI) in Q3 2021, closing a stake of 9 shares — an estimated $1K sold.

Bellevue Asset Management first reported a position in PPLI in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 465 funds tracked by Wall St. Rank hold PPLI as of Q3 2021.

  • Bellevue Asset Management reported no remaining People Inc position as of Q3 2021 after selling out during the quarter.
  • Bellevue Asset Management sold 9 People Inc shares in Q3 2021, an estimated $1K.
  • Bellevue Asset Management first reported a position in People Inc in Q4 2020 and held it in 3 quarters.
  • Bellevue Asset Management's People Inc position peaked at $2K in Q1 2021.
  • 465 funds tracked by Wall St. Rank held People Inc as of Q3 2021.

Based on Bellevue Asset Management's 13F filing for Q3 2021, filed 5 Nov 2021.