CA
PPLI

Crewe Advisors’s People Inc PPLI Stock Holding History

Crewe 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
2025
Q3 		– Sell
-9
Closed -$337 – 1007
2025
Q2 		$337 Sell
9
-3
-25% -$108 ﹤0.01% 684
2025
Q1 		$460 Buy
12
+6
+100% +$219 ﹤0.01% 629
2024
Q4 		$216 Buy
+6
New +$240 ﹤0.01% 628
2023
Q1 		– Sell
-27
Closed -$977 – 927
2022
Q4 		$977 Sell
27
-69
-72% -$2.73K ﹤0.01% 924
2022
Q3 		$4K Buy
96
+14
+17% +$788 ﹤0.01% 897
2022
Q2 		$5K Buy
+82
New +$5.78K ﹤0.01% 760
2020
Q4 		– Sell
-11
Closed -$1K – 547
2020
Q3 		$1K Buy
+11
New +$755 ﹤0.01% 586

Other funds holding PPLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

Crewe Advisors's PPLI Position: Q3 2025 in Review

Crewe Advisors sold out of People Inc (PPLI) in Q3 2025, closing a stake of 9 shares — an estimated $337 sold.

Crewe Advisors first reported a position in PPLI in Q3 2020 and held it in 7 quarters. The position peaked at $5K in Q2 2022. 347 funds tracked by Wall St. Rank hold PPLI as of Q3 2025.

  • Crewe Advisors reported no remaining People Inc position as of Q3 2025 after selling out during the quarter.
  • Crewe Advisors sold 9 People Inc shares in Q3 2025, an estimated $337.
  • Crewe Advisors first reported a position in People Inc in Q3 2020 and held it in 7 quarters.
  • Crewe Advisors's People Inc position peaked at $5K in Q2 2022.
  • 347 funds tracked by Wall St. Rank held People Inc as of Q3 2025.

Based on Crewe Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.