DAM
PPLI

DLD Asset Management’s People Inc PPLI Stock Holding History

DLD 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
Q3 		– Sell
-29,239
Closed -$1.12M – 60
2024
Q2 		$1.12M Buy
+29,239
New +$1.21M 0.26% 40
2020
Q2 		– Hold
0
– – – 93
2020
Q1 		– Sell
-195,839
Closed -$7.76M – 98
2019
Q4 		$8.72M Buy
+195,839
New +$7.89M 0.99% 29

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.68B AUM 43.59% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return