CF
PPLI

Centaurus Financial’s People Inc PPLI Stock Holding History

Centaurus Financial’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
-14,863
Closed -$571K – 854
2024
Q2 		$571K Sell
14,863
-18,273
-55% -$755K 0.04% 360
2024
Q1 		$1.45M Sell
33,136
-611
-2% -$26.4K 0.1% 188
2023
Q4 		$1.45M Sell
33,747
-1,681
-5% -$65.8K 0.11% 180
2023
Q3 		$1.46M Buy
35,428
+7,595
+27% +$368K 0.13% 169
2023
Q2 		$1.43M Buy
27,833
+1,091
+4% +$50K 0.13% 176
2023
Q1 		$1.13M Buy
26,742
+10,344
+63% +$443K 0.09% 244
2022
Q4 		$597K Sell
16,398
-2,734
-14% -$108K 0.06% 325
2022
Q3 		$869K Sell
19,132
-1,788
-9% -$101K 0.08% 261
2022
Q2 		$1.3M Buy
20,920
+763
+4% +$53.8K 0.13% 191
2022
Q1 		$1.66M Buy
20,157
+610
+3% +$59.3K 0.13% 186
2021
Q4 		$2.1M Buy
19,547
+722
+4% +$81.4K 0.16% 165
2021
Q3 		$2.01M Buy
18,825
+2,805
+18% +$309K 0.17% 151
2021
Q2 		$2.03M Buy
16,020
+4,732
+42% +$613K 0.17% 153
2021
Q1 		$1.33M Buy
+11,288
New +$1.4M 0.13% 189
2018
Q3 		– Sell
-1,343
Closed -$37K – 1214
2018
Q2 		$37K Buy
+1,343
New +$36.8K 0.01% 1051

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

Centaurus Financial's PPLI Position: Q3 2024 in Review

Centaurus Financial sold out of People Inc (PPLI) in Q3 2024, closing a stake of 14,863 shares — an estimated $571K sold.

Centaurus Financial first reported a position in PPLI in Q2 2018 and held it in 15 quarters. The position peaked at $2.1M in Q4 2021. 366 funds tracked by Wall St. Rank hold PPLI as of Q3 2024.

  • Centaurus Financial reported no remaining People Inc position as of Q3 2024 after selling out during the quarter.
  • Centaurus Financial sold 14,863 People Inc shares in Q3 2024, an estimated $571K.
  • Centaurus Financial first reported a position in People Inc in Q2 2018 and held it in 15 quarters.
  • Centaurus Financial's People Inc position peaked at $2.1M in Q4 2021.
  • 366 funds tracked by Wall St. Rank held People Inc as of Q3 2024.

Based on Centaurus Financial's 13F filing for Q3 2024, filed 12 Nov 2024.