Cresset Asset Management’s People Inc PPLI Stock Holding History

Cresset 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
2024 Q4	–	Sell	-14,343	Closed	-$633K	–	1972
2024 Q3	$633K	Buy	14,343 +8,132	+131%	+$339K	﹤0.01%	1397
2024 Q2	$239K	Buy	6,211 +556	+10%	+$23K	﹤0.01%	1827
2024 Q1	$247K	Buy	+5,655	New	+$244K	﹤0.01%	1674
2023 Q4	–	Sell	-14,673	Closed	-$607K	–	1880
2023 Q3	$607K	Sell	14,673 -26,156	-64%	-$1.27M	﹤0.01%	1080
2023 Q2	$2.11M	Buy	+40,829	New	+$1.87M	﹤0.01%	638
2020 Q3	–	Sell	-4,012	Closed	-$232K	–	727
2020 Q2	$232K	Buy	+4,012	New	+$178K	0.01%	559
2019 Q2	–	Sell	-957	Closed	-$36K	–	1013
2019 Q1	$36K	Buy	957 +907	+1,814%	+$33.6K	﹤0.01%	879
2018 Q4	$2K	Buy	+50	New	+$1.68K	﹤0.01%	1317

Other funds holding PPLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAM

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

DSA

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

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

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Cresset Asset Management's PPLI Position: Q4 2024 in Review

Cresset Asset Management sold out of People Inc (PPLI) in Q4 2024, closing a stake of 14,343 shares — an estimated $633K sold.

Cresset Asset Management first reported a position in PPLI in Q4 2018 and held it in 8 quarters. The position peaked at $2.11M in Q2 2023. 356 funds tracked by Wall St. Rank hold PPLI as of Q4 2024.

Cresset Asset Management reported no remaining People Inc position as of Q4 2024 after selling out during the quarter.
Cresset Asset Management sold 14,343 People Inc shares in Q4 2024, an estimated $633K.
Cresset Asset Management first reported a position in People Inc in Q4 2018 and held it in 8 quarters.
Cresset Asset Management's People Inc position peaked at $2.11M in Q2 2023.
356 funds tracked by Wall St. Rank held People Inc as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.