BCI
PPLI

Brinker Capital Investments’s People Inc PPLI Stock Holding History

Brinker Capital Investments’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
Q2 		– Sell
-6,364
Closed -$278K – 1749
2024
Q1 		$278K Buy
6,364
+393
+7% +$17K ﹤0.01% 1486
2023
Q4 		$263K Sell
5,971
-925
-13% -$36.2K ﹤0.01% 1459
2023
Q3 		$285K Buy
6,896
+122
+2% +$5.92K ﹤0.01% 1407
2023
Q2 		$349K Sell
6,774
-29
-0.4% -$1.33K ﹤0.01% 1350
2023
Q1 		$288K Buy
+6,803
New +$291K ﹤0.01% 1361
2022
Q4 		– Sell
-5,453
Closed -$248K – 1372
2022
Q3 		$248K Buy
5,453
+1,572
+41% +$88.5K 0.01% 1194
2022
Q2 		$242K Buy
3,881
+549
+16% +$38.7K ﹤0.01% 1242
2022
Q1 		$274K Sell
3,332
-1,201
-26% -$117K ﹤0.01% 1255
2021
Q4 		$486K Buy
+4,533
New +$511K 0.01% 1062
2019
Q3 		– Sell
-2,333
Closed -$91K – 846
2019
Q2 		$91K Buy
2,333
+1,001
+75% +$39.9K ﹤0.01% 500
2019
Q1 		$50K Buy
+1,332
New +$49.3K ﹤0.01% 473

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Brinker Capital Investments's PPLI Position: Q2 2024 in Review

Brinker Capital Investments sold out of People Inc (PPLI) in Q2 2024, closing a stake of 6,364 shares — an estimated $278K sold.

Brinker Capital Investments first reported a position in PPLI in Q1 2019 and held it in 11 quarters. The position peaked at $486K in Q4 2021. 357 funds tracked by Wall St. Rank hold PPLI as of Q2 2024.

  • Brinker Capital Investments reported no remaining People Inc position as of Q2 2024 after selling out during the quarter.
  • Brinker Capital Investments sold 6,364 People Inc shares in Q2 2024, an estimated $278K.
  • Brinker Capital Investments first reported a position in People Inc in Q1 2019 and held it in 11 quarters.
  • Brinker Capital Investments's People Inc position peaked at $486K in Q4 2021.
  • 357 funds tracked by Wall St. Rank held People Inc as of Q2 2024.

Based on Brinker Capital Investments's 13F filing for Q2 2024, filed 31 Jul 2025.