Bourgeon Capital Management’s People Inc PPLI Stock Holding History

Bourgeon Capital 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
2022 Q4	–	Sell	-6	Closed	–	–	425
2022 Q3	$0	Buy	+6	New	+$338	﹤0.01%	404

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

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 New York $36.1B AUM 11.5% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

DSA

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

Bourgeon Capital Management's PPLI Position: Q4 2022 in Review

Bourgeon Capital Management sold out of People Inc (PPLI) in Q4 2022, closing a stake of 6 shares.

Bourgeon Capital Management first reported a position in PPLI in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 379 funds tracked by Wall St. Rank hold PPLI as of Q4 2022.

Bourgeon Capital Management reported no remaining People Inc position as of Q4 2022 after selling out during the quarter.
Bourgeon Capital Management sold 6 People Inc shares in Q4 2022.
Bourgeon Capital Management first reported a position in People Inc in Q3 2022 and held it in 1 quarter.
Bourgeon Capital Management's People Inc position peaked at $0 in Q3 2022.
379 funds tracked by Wall St. Rank held People Inc as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.