Berman Capital Advisors’s People Inc PPLI Stock Holding History

Berman Capital Advisors’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	$20K	Sell	191 -163	-46%	-$18K	﹤0.01%	984
2021 Q2	$44K	Buy	354 +96	+37%	+$12.4K	0.01%	631
2021 Q1	$29K	Buy	258 +155	+150%	+$19.2K	0.01%	667
2020 Q4	$9K	Buy	103 +33	+47%	+$2.53K	﹤0.01%	951
2020 Q3	$4K	Sell	70 -143	-67%	-$9.81K	﹤0.01%	1109
2020 Q2	$12K	Sell	213 -28	-12%	-$1.24K	﹤0.01%	690
2020 Q1	$7K	Sell	241 -257	-52%	-$10.2K	﹤0.01%	772
2019 Q4	$22K	Buy	498 +22	+5%	+$887	0.01%	503
2019 Q3	$18K	Hold	476	–	–	0.01%	537
2019 Q2	$18K	Hold	476	–	–	0.01%	540
2019 Q1	$17K	Buy	476 +386	+429%	+$14.3K	0.01%	495
2018 Q4	$2K	Buy	+90	New	+$3.02K	﹤0.01%	868

Other funds holding PPLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Berman Capital Advisors's PPLI Position: Q3 2021 in Review

Berman Capital Advisors reduced its People Inc (PPLI) stake by 46% in Q3 2021, selling an estimated $18K and leaving 191 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Berman Capital Advisors first reported a position in PPLI in Q4 2018 and has held it in 12 quarters since. The position peaked at $44K in Q2 2021. 466 funds tracked by Wall St. Rank hold PPLI as of Q3 2021.

Berman Capital Advisors held 191 shares of People Inc worth $20K as of Q3 2021.
Berman Capital Advisors sold 163 People Inc shares in Q3 2021, an estimated $18K.
People Inc made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #984 holding.
Berman Capital Advisors first reported a position in People Inc in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's People Inc position peaked at $44K in Q2 2021.
466 funds tracked by Wall St. Rank held People Inc as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.