Diversified Trust’s People Inc PPLI Stock Holding History

Diversified Trust’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 Q3	–	Sell	-3,620	Closed	-$209K	–	677
2020 Q2	$209K	Buy	+3,620	New	+$161K	0.01%	492

Other funds holding PPLI

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

DSA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Diversified Trust's PPLI Position: Q3 2020 in Review

Diversified Trust sold out of People Inc (PPLI) in Q3 2020, closing a stake of 3,620 shares — an estimated $209K sold.

Diversified Trust first reported a position in PPLI in Q2 2020 and held it in 1 quarter. The position peaked at $209K in Q2 2020. 475 funds tracked by Wall St. Rank hold PPLI as of Q3 2020.

Diversified Trust reported no remaining People Inc position as of Q3 2020 after selling out during the quarter.
Diversified Trust sold 3,620 People Inc shares in Q3 2020, an estimated $209K.
Diversified Trust first reported a position in People Inc in Q2 2020 and held it in 1 quarter.
Diversified Trust's People Inc position peaked at $209K in Q2 2020.
475 funds tracked by Wall St. Rank held People Inc as of Q3 2020.

Based on Diversified Trust's 13F filing for Q3 2020, filed 15 Oct 2020.