Creative Planning
PPD

Creative Planning’s PPD, Inc. Common Stock PPD Stock Holding History

Creative Planning’s Portfolio PPD Stock Details PPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-7,500
Closed -$277K – 2506
2020
Q3 		$277K Buy
+7,500
New +$238K ﹤0.01% 1465

Other funds holding PPD

HFCIV
H&F Corporate Investors VII San Francisco, California $3.61B AUM 26.49% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
HFCIV
H&F Corporate Investors VIII San Francisco, California $63.5M AUM 20.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Creative Planning's PPD Position: Q4 2020 in Review

Creative Planning sold out of PPD, Inc. Common Stock (PPD) in Q4 2020, closing a stake of 7,500 shares — an estimated $277K sold.

Creative Planning first reported a position in PPD in Q3 2020 and held it in 1 quarter. The position peaked at $277K in Q3 2020. 206 funds tracked by Wall St. Rank hold PPD as of Q4 2020.

  • Creative Planning reported no remaining PPD, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • Creative Planning sold 7,500 PPD, Inc. Common Stock shares in Q4 2020, an estimated $277K.
  • Creative Planning first reported a position in PPD, Inc. Common Stock in Q3 2020 and held it in 1 quarter.
  • Creative Planning's PPD, Inc. Common Stock position peaked at $277K in Q3 2020.
  • 206 funds tracked by Wall St. Rank held PPD, Inc. Common Stock as of Q4 2020.

Based on Creative Planning's 13F filing for Q4 2020, filed 29 Jan 2021.