Column Capital Advisors’s People Inc PPLI Stock Holding History

Column Capital Advisors’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 Q3	$857	Hold	21	–	–	﹤0.01%	737
2023 Q2	$1.07K	Hold	21	–	–	﹤0.01%	748
2023 Q1	$877	Hold	21	–	–	﹤0.01%	780
2022 Q4	$755	Hold	21	–	–	﹤0.01%	773
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	683
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	686
2022 Q1	$2K	Hold	21	–	–	﹤0.01%	651
2021 Q4	$2K	Hold	21	–	–	﹤0.01%	660
2021 Q3	$2K	Hold	21	–	–	﹤0.01%	630
2021 Q2	$3K	Sell	21 -10	-32%	-$1.29K	﹤0.01%	591
2021 Q1	$4K	Hold	31	–	–	﹤0.01%	554
2020 Q4	$3K	Sell	31 -354	-92%	-$27.1K	﹤0.01%	573
2020 Q3	$25K	Buy	385 +290	+305%	+$19.9K	0.01%	334
2020 Q2	$5K	Hold	95	–	–	﹤0.01%	580
2020 Q1	$3K	Hold	95	–	–	﹤0.01%	539
2019 Q4	$4K	Buy	+95	New	+$3.83K	﹤0.01%	545

Other funds holding PPLI

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ShawSpring Partners Boston, Massachusetts $232M AUM 27.09% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

FCM

Freshford Capital Management Rye Brook, New York $292M AUM 48.67% 1-Year Est. Return

Column Capital Advisors's PPLI Position: Q3 2023 in Review

Column Capital Advisors held its People Inc (PPLI) position steady in Q3 2023 at 21 shares worth $857. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Column Capital Advisors first reported a position in PPLI in Q4 2019 and has held it in 16 quarters since. The position peaked at $25K in Q3 2020. 357 funds tracked by Wall St. Rank hold PPLI as of Q3 2023.

Column Capital Advisors held 21 shares of People Inc worth $857 as of Q3 2023.
Column Capital Advisors left its People Inc share count unchanged in Q3 2023.
People Inc made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #737 holding.
Column Capital Advisors first reported a position in People Inc in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's People Inc position peaked at $25K in Q3 2020.
357 funds tracked by Wall St. Rank held People Inc as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.