CT
PPLI

Colonial Trust’s People Inc PPLI Stock Holding History

Colonial 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
2025
Q1 		– Sell
-158
Closed -$5.61K – 1210
2024
Q4 		$5.61K Buy
+158
New +$6.33K ﹤0.01% 1047
2023
Q4 		– Sell
-147
Closed -$6.53K – 985
2023
Q3 		$6.53K Buy
147
+48
+48% +$2.33K ﹤0.01% 750
2023
Q2 		$5.14K Hold
99
– – ﹤0.01% 779
2023
Q1 		$4.08K Hold
99
– – ﹤0.01% 773
2022
Q4 		$3.6K Buy
+99
New +$3.92K ﹤0.01% 791

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
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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Colonial Trust's PPLI Position: Q1 2025 in Review

Colonial Trust sold out of People Inc (PPLI) in Q1 2025, closing a stake of 158 shares — an estimated $5.61K sold.

Colonial Trust first reported a position in PPLI in Q4 2022 and held it in 5 quarters. The position peaked at $6.53K in Q3 2023. 337 funds tracked by Wall St. Rank hold PPLI as of Q1 2025.

  • Colonial Trust reported no remaining People Inc position as of Q1 2025 after selling out during the quarter.
  • Colonial Trust sold 158 People Inc shares in Q1 2025, an estimated $5.61K.
  • Colonial Trust first reported a position in People Inc in Q4 2022 and held it in 5 quarters.
  • Colonial Trust's People Inc position peaked at $6.53K in Q3 2023.
  • 337 funds tracked by Wall St. Rank held People Inc as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.