BR
PPLI

Bob Robotti’s People Inc PPLI Stock Holding History

Bob Robotti’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
-4,876
Closed -$251K – 63
2023
Q2 		$251K Hold
4,876
– – 0.04% 55
2023
Q1 		$206K Sell
4,876
-1,219
-20% -$52.2K 0.04% 55
2022
Q4 		$222K Hold
6,095
– – 0.04% 58
2022
Q3 		$277K Buy
+6,095
New +$343K 0.07% 58

Other funds holding PPLI

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
SP
ShawSpring Partners Boston, Massachusetts $232M AUM 27.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $292M AUM 48.67% 1-Year Est. Return

Bob Robotti's PPLI Position: Q3 2023 in Review

Bob Robotti sold out of People Inc (PPLI) in Q3 2023, closing a stake of 4,876 shares — an estimated $251K sold.

Bob Robotti first reported a position in PPLI in Q3 2022 and held it in 4 quarters. The position peaked at $277K in Q3 2022. 357 funds tracked by Wall St. Rank hold PPLI as of Q3 2023.

  • Bob Robotti reported no remaining People Inc position as of Q3 2023 after selling out during the quarter.
  • Bob Robotti sold 4,876 People Inc shares in Q3 2023, an estimated $251K.
  • Bob Robotti first reported a position in People Inc in Q3 2022 and held it in 4 quarters.
  • Bob Robotti's People Inc position peaked at $277K in Q3 2022.
  • 357 funds tracked by Wall St. Rank held People Inc as of Q3 2023.

Based on Robotti Robert's 13F filing for Q3 2023, filed 14 Nov 2023.