BTI
PPLI

Blue Trust Inc’s People Inc PPLI Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-213
Closed -$8.2K – 2687
2024
Q3 		$8.2K Buy
213
+169
+384% +$7.04K ﹤0.01% 2261
2024
Q2 		$1.92K Buy
+44
New +$1.82K ﹤0.01% 2448
2024
Q1 		– Sell
-108
Closed -$4K – 2442
2023
Q4 		$4K Buy
108
+30
+38% +$1.18K ﹤0.01% 1921
2023
Q3 		$4K Sell
78
-29
-27% -$1.41K ﹤0.01% 1697
2023
Q2 		$4K Buy
107
+9
+9% +$412 ﹤0.01% 1594
2023
Q1 		$3K Buy
98
+83
+553% +$3.55K ﹤0.01% 1923
2022
Q4 		$1K Sell
15
-1
-6% -$40 ﹤0.01% 2069
2022
Q3 		$1K Sell
16
-7
-30% -$394 ﹤0.01% 1934
2022
Q2 		$2K Buy
+23
New +$1.62K ﹤0.01% 1660

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Blue Trust Inc's PPLI Position: Q4 2024 in Review

Blue Trust Inc sold out of People Inc (PPLI) in Q4 2024, closing a stake of 213 shares — an estimated $8.2K sold.

Blue Trust Inc first reported a position in PPLI in Q2 2022 and held it in 9 quarters. The position peaked at $8.2K in Q3 2024. 356 funds tracked by Wall St. Rank hold PPLI as of Q4 2024.

  • Blue Trust Inc reported no remaining People Inc position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 213 People Inc shares in Q4 2024, an estimated $8.2K.
  • Blue Trust Inc first reported a position in People Inc in Q2 2022 and held it in 9 quarters.
  • Blue Trust Inc's People Inc position peaked at $8.2K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held People Inc as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.