BFEC
PPLI

Benjamin F. Edwards & Company’s People Inc PPLI Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$28K Hold
731
– – ﹤0.01% 1462
2024
Q1 		$32K Hold
731
– – ﹤0.01% 1413
2023
Q4 		$31K Sell
731
-183
-20% -$7.17K ﹤0.01% 1372
2023
Q3 		$38K Hold
914
– – ﹤0.01% 1128
2023
Q2 		$47K Sell
914
-244
-21% -$11.2K ﹤0.01% 1107
2023
Q1 		$49K Hold
1,158
– – ﹤0.01% 1103
2022
Q4 		$42K Hold
1,158
– – ﹤0.01% 1122
2022
Q3 		$53K Hold
1,158
– – ﹤0.01% 1038
2022
Q2 		$72K Hold
1,158
– – ﹤0.01% 953
2022
Q1 		$95K Hold
1,158
– – ﹤0.01% 876
2021
Q4 		$124K Buy
1,158
+183
+19% +$20.6K 0.01% 833
2021
Q3 		$104K Hold
975
– – 0.01% 844
2021
Q2 		$123K Sell
975
-491
-33% -$63.6K 0.01% 789
2021
Q1 		$173K Hold
1,466
– – 0.01% 711
2020
Q4 		$151K Hold
1,466
– – 0.01% 717
2020
Q3 		$96K Sell
1,466
-3,010
-67% -$206K 0.01% 757
2020
Q2 		$259K Hold
4,476
– – 0.02% 510
2020
Q1 		$143K Hold
4,476
– – 0.01% 592
2019
Q4 		$199K Hold
4,476
– – 0.01% 593
2019
Q3 		$174K Buy
+4,476
New +$191K 0.01% 593
2014
Q3 		– Sell
-476
Closed -$6K – 992
2014
Q2 		$6K Hold
476
– – ﹤0.01% 804
2014
Q1 		$6K Buy
+476
New +$6.12K ﹤0.01% 753

Other funds holding PPLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $232M AUM 27.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $292M AUM 48.67% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Benjamin F. Edwards & Company's PPLI Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its People Inc (PPLI) position steady in Q2 2024 at 731 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Benjamin F. Edwards & Company first reported a position in PPLI in Q1 2014 and has held it in 22 quarters since. The position peaked at $259K in Q2 2020. 358 funds tracked by Wall St. Rank hold PPLI as of Q2 2024.

  • Benjamin F. Edwards & Company held 731 shares of People Inc worth $28K as of Q2 2024.
  • Benjamin F. Edwards & Company left its People Inc share count unchanged in Q2 2024.
  • People Inc made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1462 holding.
  • Benjamin F. Edwards & Company first reported a position in People Inc in Q1 2014 and has held it in 22 quarters since.
  • Benjamin F. Edwards & Company's People Inc position peaked at $259K in Q2 2020.
  • 358 funds tracked by Wall St. Rank held People Inc as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.