CT
PPLI

Caldwell Trust’s People Inc PPLI Stock Holding History

Caldwell Trust’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
2026
Q1 		$19K Hold
475
– – ﹤0.01% 603
2025
Q4 		$18.6K Hold
475
– – ﹤0.01% 593
2025
Q3 		$16.2K Hold
475
– – ﹤0.01% 589
2025
Q2 		$17.7K Sell
475
-104
-18% -$3.76K ﹤0.01% 577
2025
Q1 		$21.8K Hold
579
– – ﹤0.01% 551
2024
Q4 		$20.5K Hold
579
– – ﹤0.01% 544
2024
Q3 		$25.6K Hold
579
– – ﹤0.01% 530
2024
Q2 		$22.3K Hold
579
– – ﹤0.01% 528
2024
Q1 		$25.3K Hold
579
– – ﹤0.01% 531
2023
Q4 		$24.9K Hold
579
– – ﹤0.01% 521
2023
Q3 		$23.9K Hold
579
– – ﹤0.01% 520
2023
Q2 		$29.8K Hold
579
– – ﹤0.01% 507
2023
Q1 		$24.5K Hold
579
– – ﹤0.01% 526
2022
Q4 		$21.1K Hold
579
– – ﹤0.01% 527
2022
Q3 		$26.3K Hold
579
– – ﹤0.01% 507
2022
Q2 		$36.1K Hold
579
– – 0.01% 490
2022
Q1 		$47.6K Sell
579
-27
-4% -$2.62K 0.01% 467
2021
Q4 		$65K Hold
606
– – 0.01% 424
2021
Q3 		$64.8K Hold
606
– – 0.01% 413
2021
Q2 		$76.6K Sell
606
-305
-33% -$39.5K 0.01% 392
2021
Q1 		$108K Hold
911
– – 0.02% 337
2020
Q4 		$94.1K Hold
911
– – 0.01% 343
2020
Q3 		$59.5K Sell
911
-1,909
-68% -$131K 0.01% 387
2020
Q2 		$163K Hold
2,820
– – 0.03% 265
2020
Q1 		$90.3K Hold
2,820
– – 0.02% 334
2019
Q4 		$126K Buy
+2,820
New +$114K 0.02% 335

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Caldwell Trust's PPLI Position: Q1 2026 in Review

Caldwell Trust held its People Inc (PPLI) position steady in Q1 2026 at 475 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Caldwell Trust first reported a position in PPLI in Q4 2019 and has held it in 26 quarters since. The position peaked at $163K in Q2 2020. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Caldwell Trust held 475 shares of People Inc worth $19K as of Q1 2026.
  • Caldwell Trust left its People Inc share count unchanged in Q1 2026.
  • People Inc made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #603 holding.
  • Caldwell Trust first reported a position in People Inc in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's People Inc position peaked at $163K in Q2 2020.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.