Bison Wealth’s People Inc PPLI Stock Holding History

Bison Wealth’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
2023 Q3	–	Sell	-4,019	Closed	-$207K	–	401
2023 Q2	$207K	Buy	+4,019	New	+$184K	0.04%	351
2022 Q4	–	Sell	-4,698	Closed	-$213K	–	279
2022 Q3	$213K	Buy	+4,698	New	+$264K	0.08%	230

Other funds holding PPLI

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

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

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

FCM

Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return

Bison Wealth's PPLI Position: Q3 2023 in Review

Bison Wealth sold out of People Inc (PPLI) in Q3 2023, closing a stake of 4,019 shares — an estimated $207K sold.

Bison Wealth first reported a position in PPLI in Q3 2022 and held it in 2 quarters. The position peaked at $213K in Q3 2022. 356 funds tracked by Wall St. Rank hold PPLI as of Q3 2023.

Bison Wealth reported no remaining People Inc position as of Q3 2023 after selling out during the quarter.
Bison Wealth sold 4,019 People Inc shares in Q3 2023, an estimated $207K.
Bison Wealth first reported a position in People Inc in Q3 2022 and held it in 2 quarters.
Bison Wealth's People Inc position peaked at $213K in Q3 2022.
356 funds tracked by Wall St. Rank held People Inc as of Q3 2023.

Based on Bison Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.