CCP
PPLI

Carmel Capital Partners’s People Inc PPLI Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-208
Closed -$8.62K – 392
2023
Q3 		$8.62K Buy
+208
New +$10.1K ﹤0.01% 480

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Carmel Capital Partners's PPLI Position: Q4 2023 in Review

Carmel Capital Partners sold out of People Inc (PPLI) in Q4 2023, closing a stake of 208 shares — an estimated $8.62K sold.

Carmel Capital Partners first reported a position in PPLI in Q3 2023 and held it in 1 quarter. The position peaked at $8.62K in Q3 2023. 353 funds tracked by Wall St. Rank hold PPLI as of Q4 2023.

  • Carmel Capital Partners reported no remaining People Inc position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 208 People Inc shares in Q4 2023, an estimated $8.62K.
  • Carmel Capital Partners first reported a position in People Inc in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's People Inc position peaked at $8.62K in Q3 2023.
  • 353 funds tracked by Wall St. Rank held People Inc as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.