CIA
PPLI

CSat Investment Advisory’s People Inc PPLI Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-339
Closed -$22K – 729
2020
Q3 		$22K Sell
339
-607
-64% -$41.6K ﹤0.01% 836
2020
Q2 		$55K Buy
946
+358
+61% +$15.9K 0.01% 665
2020
Q1 		$19K Buy
588
+101
+21% +$4K ﹤0.01% 734
2019
Q4 		$22K Hold
487
– – 0.01% 757
2019
Q3 		$19K Buy
487
+112
+30% +$4.78K 0.01% 720
2019
Q2 		$15K Buy
+375
New +$15K 0.01% 755
2013
Q3 		– Sell
-1,114,711
Closed -$9.48M – 26
2013
Q2 		$9.48M Buy
+1,114,711
New +$9.5M 3.38% 23

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CSat Investment Advisory's PPLI Position: Q4 2020 in Review

CSat Investment Advisory sold out of People Inc (PPLI) in Q4 2020, closing a stake of 339 shares — an estimated $22K sold.

CSat Investment Advisory first reported a position in PPLI in Q2 2013 and held it in 7 quarters. The position peaked at $9.48M in Q2 2013. 505 funds tracked by Wall St. Rank hold PPLI as of Q4 2020.

  • CSat Investment Advisory reported no remaining People Inc position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 339 People Inc shares in Q4 2020, an estimated $22K.
  • CSat Investment Advisory first reported a position in People Inc in Q2 2013 and held it in 7 quarters.
  • CSat Investment Advisory's People Inc position peaked at $9.48M in Q2 2013.
  • 505 funds tracked by Wall St. Rank held People Inc as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.