Clear Harbor Asset Management’s People Inc PPLI Stock Holding History

Clear Harbor Asset Management’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
2025 Q2	–	Sell	-6,485	Closed	-$244K	–	422
2025 Q1	$244K	Sell	6,485 -5,054	-44%	-$184K	0.02%	346
2024 Q4	$408K	Buy	11,539 +6,832	+145%	+$274K	0.03%	265
2024 Q3	$208K	Buy	+4,707	New	+$196K	0.02%	333
2023 Q4	–	Sell	-5,061	Closed	-$209K	–	388
2023 Q3	$209K	Sell	5,061 -1,597	-24%	-$77.5K	0.02%	304
2023 Q2	$343K	Hold	6,658	–	–	0.03%	260
2023 Q1	$282K	Sell	6,658 -274	-4%	-$11.7K	0.03%	304
2022 Q4	$253K	Sell	6,932 -2,186	-24%	-$86.5K	0.03%	288
2022 Q3	$414K	Hold	9,118	–	–	0.06%	221
2022 Q2	$568K	Buy	9,118 +2,895	+47%	+$204K	0.08%	195
2022 Q1	$512K	Buy	6,223 +2,987	+92%	+$290K	0.06%	220
2021 Q4	$347K	Sell	3,236 -232	-7%	-$26.2K	0.04%	281
2021 Q3	$371K	Buy	+3,468	New	+$382K	0.04%	268
2018 Q4	–	Sell	-14,828	Closed	-$513K	–	265
2018 Q3	$513K	Sell	14,828 -1,958	-12%	-$63.5K	0.1%	134
2018 Q2	$457K	Buy	+16,786	New	+$460K	0.09%	150
2017 Q2	–	Sell	-16,786	Closed	-$221K	–	260
2017 Q1	$221K	Buy	+16,786	New	+$218K	0.04%	220

Other funds holding PPLI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Patient Capital Management Baltimore, Maryland $2.68B AUM 43.59% 1-Year Est. Return