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

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

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return

Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return