Chevy Chase Trust
PPLI

Chevy Chase Trust’s People Inc PPLI Stock Holding History

Chevy Chase 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
2020
Q1 		– Sell
-878
Closed -$39K – 793
2019
Q4 		$39K Buy
+878
New +$35.4K ﹤0.01% 873
2016
Q1 		– Sell
-72,186
Closed -$775K – 662
2015
Q4 		$775K Sell
72,186
-168,456
-70% -$1.95M ﹤0.01% 566
2015
Q3 		$2.81M Buy
240,642
+21,638
+10% +$287K 0.02% 527
2015
Q2 		$3.12M Sell
219,004
-112,630
-34% -$1.49M 0.02% 522
2015
Q1 		$4M Sell
331,634
-5,624
-2% -$65.1K 0.02% 506
2014
Q4 		$3.66M Sell
337,258
-76,075
-18% -$861K 0.02% 515
2014
Q3 		$4.87M Sell
413,333
-32,615
-7% -$394K 0.03% 485
2014
Q2 		$5.52M Buy
+445,948
New +$5.34M 0.04% 451

Other funds holding PPLI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Chevy Chase Trust's PPLI Position: Q1 2020 in Review

Chevy Chase Trust sold out of People Inc (PPLI) in Q1 2020, closing a stake of 878 shares — an estimated $39K sold.

Chevy Chase Trust first reported a position in PPLI in Q2 2014 and held it in 8 quarters. The position peaked at $5.52M in Q2 2014. 492 funds tracked by Wall St. Rank hold PPLI as of Q1 2020.

  • Chevy Chase Trust reported no remaining People Inc position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 878 People Inc shares in Q1 2020, an estimated $39K.
  • Chevy Chase Trust first reported a position in People Inc in Q2 2014 and held it in 8 quarters.
  • Chevy Chase Trust's People Inc position peaked at $5.52M in Q2 2014.
  • 492 funds tracked by Wall St. Rank held People Inc as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.