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 $5.7T AUM 30.48% 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 $1.47T AUM 27.86% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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 $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.68B AUM 43.59% 1-Year Est. Return