BF
PPLI

BOK Financial’s People Inc PPLI Stock Holding History

BOK Financial’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
-2,115
Closed -$109K – 1222
2023
Q2 		$109K Hold
2,115
– – ﹤0.01% 711
2023
Q1 		$89.5K Buy
+2,115
New +$90.6K ﹤0.01% 773
2022
Q1 		– Sell
-2,158
Closed -$231K – 994
2021
Q4 		$231K Buy
+2,158
New +$243K ﹤0.01% 901
2020
Q3 		– Sell
-8,947
Closed -$517K – 876
2020
Q2 		$517K Sell
8,947
-20,172
-69% -$896K 0.01% 622
2020
Q1 		$932K Sell
29,119
-12,276
-30% -$486K 0.03% 429
2019
Q4 		$1.84M Sell
41,395
-4,941
-11% -$199K 0.04% 376
2019
Q3 		$1.8M Sell
46,336
-16
-0% -$683 0.04% 376
2019
Q2 		$1.8M Sell
46,352
-1,634
-3% -$65.2K 0.04% 360
2019
Q1 		$1.8M Sell
47,986
-347
-0.7% -$12.8K 0.04% 370
2018
Q4 		$1.58M Buy
+48,333
New +$1.62M 0.05% 361
2016
Q1 		– Sell
-113,743
Closed -$1.22M – 865
2015
Q4 		$1.22M Buy
113,743
+5,852
+5% +$67.7K 0.04% 390
2015
Q3 		$1.26M Buy
107,891
+4,203
+4% +$55.8K 0.05% 376
2015
Q2 		$1.48M Sell
103,688
-370
-0.4% -$4.91K 0.05% 379
2015
Q1 		$1.25M Buy
104,058
+23,249
+29% +$269K 0.04% 403
2014
Q4 		$878K Sell
80,809
-12,276
-13% -$139K 0.03% 431
2014
Q3 		$1.1M Sell
93,085
-3,564
-4% -$43.1K 0.04% 426
2014
Q2 		$1.2M Sell
96,649
-174
-0.2% -$2.08K 0.04% 411
2014
Q1 		$1.24M Sell
96,823
-3,486
-3% -$44.8K 0.04% 411
2013
Q4 		$1.23M Sell
100,309
-6,849
-6% -$70.6K 0.04% 397
2013
Q3 		$1.05M Buy
107,158
+11,963
+13% +$109K 0.04% 409
2013
Q2 		$809K Buy
+95,195
New +$811K 0.03% 431

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 $1.56T AUM 27.86% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
BlackRock
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
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

BOK Financial's PPLI Position: Q3 2023 in Review

BOK Financial sold out of People Inc (PPLI) in Q3 2023, closing a stake of 2,115 shares — an estimated $109K sold.

BOK Financial first reported a position in PPLI in Q2 2013 and held it in 21 quarters. The position peaked at $1.84M in Q4 2019. 356 funds tracked by Wall St. Rank hold PPLI as of Q3 2023.

  • BOK Financial reported no remaining People Inc position as of Q3 2023 after selling out during the quarter.
  • BOK Financial sold 2,115 People Inc shares in Q3 2023, an estimated $109K.
  • BOK Financial first reported a position in People Inc in Q2 2013 and held it in 21 quarters.
  • BOK Financial's People Inc position peaked at $1.84M in Q4 2019.
  • 356 funds tracked by Wall St. Rank held People Inc as of Q3 2023.

Based on BOK Financial's 13F filing for Q3 2023, filed 14 Nov 2023.