BFM
PPLI

Boston Financial Management’s People Inc PPLI Stock Holding History

Boston Financial Management’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
Q1 		– Sell
-29,300
Closed -$1.07M – 317
2022
Q4 		$1.07M Sell
29,300
-11,430
-28% -$452K 0.04% 174
2022
Q3 		$1.85M Sell
40,730
-150,465
-79% -$8.47M 0.08% 134
2022
Q2 		$11.9M Sell
191,195
-22,193
-10% -$1.57M 0.51% 55
2022
Q1 		$17.6M Buy
213,388
+78,607
+58% +$7.64M 0.67% 46
2021
Q4 		$14.5M Sell
134,781
-95,567
-41% -$10.8M 0.53% 55
2021
Q3 		$24.6M Buy
230,348
+158,327
+220% +$17.4M 1% 37
2021
Q2 		$9.11M Buy
+72,021
New +$9.33M 0.37% 63

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return

Boston Financial Management's PPLI Position: Q1 2023 in Review

Boston Financial Management sold out of People Inc (PPLI) in Q1 2023, closing a stake of 29,300 shares — an estimated $1.07M sold.

Boston Financial Management first reported a position in PPLI in Q2 2021 and held it in 7 quarters. The position peaked at $24.6M in Q3 2021. 371 funds tracked by Wall St. Rank hold PPLI as of Q1 2023.

  • Boston Financial Management reported no remaining People Inc position as of Q1 2023 after selling out during the quarter.
  • Boston Financial Management sold 29,300 People Inc shares in Q1 2023, an estimated $1.07M.
  • Boston Financial Management first reported a position in People Inc in Q2 2021 and held it in 7 quarters.
  • Boston Financial Management's People Inc position peaked at $24.6M in Q3 2021.
  • 371 funds tracked by Wall St. Rank held People Inc as of Q1 2023.

Based on Boston Financial Management's 13F filing for Q1 2023, filed 12 May 2023.