Cambridge Investment Research Advisors
PPLI

Cambridge Investment Research Advisors’s People Inc PPLI Stock Holding History

Cambridge Investment Research Advisors’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
Q3 		– Sell
-6,530
Closed -$251K – 3472
2024
Q2 		$251K Buy
6,530
+748
+13% +$30.9K ﹤0.01% 2847
2024
Q1 		$253K Buy
+5,782
New +$250K ﹤0.01% 2840
2023
Q3 		– Sell
-4,047
Closed -$209K – 3200
2023
Q2 		$209K Buy
+4,047
New +$185K ﹤0.01% 2833
2022
Q2 		– Sell
-2,972
Closed -$245K – 3133
2022
Q1 		$245K Buy
2,972
+76
+3% +$7.38K ﹤0.01% 2713
2021
Q4 		$311K Sell
2,896
-193
-6% -$21.8K ﹤0.01% 2496
2021
Q3 		$330K Sell
3,089
-357
-10% -$39.3K ﹤0.01% 2384
2021
Q2 		$436K Sell
3,446
-1,777
-34% -$230K ﹤0.01% 2161
2021
Q1 		$617K Sell
5,223
-530
-9% -$65.8K ﹤0.01% 1737
2020
Q4 		$595K Buy
5,753
+20
+0.3% +$1.53K ﹤0.01% 1660
2020
Q3 		$375K Sell
5,733
-9,962
-63% -$683K ﹤0.01% 1784
2020
Q2 		$907K Sell
15,695
-929
-6% -$41.3K 0.01% 1177
2020
Q1 		$533K Sell
16,624
-755
-4% -$29.9K 0.01% 1327
2019
Q4 		$774K Buy
17,379
+867
+5% +$34.9K 0.01% 1302
2019
Q3 		$643K Buy
16,512
+1,707
+12% +$72.9K 0.01% 1340
2019
Q2 		$576K Buy
14,805
+106
+0.7% +$4.23K 0.01% 1330
2019
Q1 		$552K Buy
14,699
+8,365
+132% +$309K 0.01% 1420
2018
Q4 		$207K Buy
6,334
+386
+6% +$13K ﹤0.01% 1893
2018
Q3 		$230K Sell
5,948
-5,814
-49% -$189K ﹤0.01% 1973
2018
Q2 		$321K Buy
+11,762
New +$322K ﹤0.01% 1684

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

Cambridge Investment Research Advisors's PPLI Position: Q3 2024 in Review

Cambridge Investment Research Advisors sold out of People Inc (PPLI) in Q3 2024, closing a stake of 6,530 shares — an estimated $251K sold.

Cambridge Investment Research Advisors first reported a position in PPLI in Q2 2018 and held it in 19 quarters. The position peaked at $907K in Q2 2020. 366 funds tracked by Wall St. Rank hold PPLI as of Q3 2024.

  • Cambridge Investment Research Advisors reported no remaining People Inc position as of Q3 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 6,530 People Inc shares in Q3 2024, an estimated $251K.
  • Cambridge Investment Research Advisors first reported a position in People Inc in Q2 2018 and held it in 19 quarters.
  • Cambridge Investment Research Advisors's People Inc position peaked at $907K in Q2 2020.
  • 366 funds tracked by Wall St. Rank held People Inc as of Q3 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.