DLA
PPLI

Douglas Lane & Associates’s People Inc PPLI Stock Holding History

Douglas Lane & Associates’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
-6,742
Closed -$390K – 207
2020
Q2 		$390K Sell
6,742
-81,609
-92% -$3.63M 0.01% 166
2020
Q1 		$2.83M Sell
88,351
-205,509
-70% -$8.14M 0.07% 111
2019
Q4 		$13.1M Sell
293,860
-1,987,824
-87% -$80.1M 0.24% 95
2019
Q3 		$88.9M Sell
2,281,684
-175,903
-7% -$7.51M 1.77% 11
2019
Q2 		$95.5M Sell
2,457,587
-140,008
-5% -$5.59M 1.86% 10
2019
Q1 		$97.5M Sell
2,597,595
-132,371
-5% -$4.9M 2.02% 5
2018
Q4 		$89.3M Sell
2,729,966
-329,569
-11% -$11.1M 2.11% 6
2018
Q3 		$119M Sell
3,059,535
-135,829
-4% -$4.41M 2.33% 2
2018
Q2 		$87.1M Sell
3,195,364
-72,113
-2% -$1.97M 1.85% 8
2018
Q1 		$91.3M Sell
3,267,477
-111,590
-3% -$2.94M 1.99% 4
2017
Q4 		$73.8M Sell
3,379,067
-45,003
-1% -$1.01M 1.56% 17
2017
Q3 		$72M Sell
3,424,070
-69,171
-2% -$1.34M 1.65% 13
2017
Q2 		$64.5M Buy
3,493,241
+204,053
+6% +$3.46M 1.52% 19
2017
Q1 		$43.3M Buy
3,289,188
+693,008
+27% +$9.01M 1.08% 36
2016
Q4 		$30.1M Buy
+2,596,180
New +$30.4M 0.77% 54

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
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
First Manhattan
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Douglas Lane & Associates's PPLI Position: Q3 2020 in Review

Douglas Lane & Associates sold out of People Inc (PPLI) in Q3 2020, closing a stake of 6,742 shares — an estimated $390K sold.

Douglas Lane & Associates first reported a position in PPLI in Q4 2016 and held it in 15 quarters. The position peaked at $119M in Q3 2018. 475 funds tracked by Wall St. Rank hold PPLI as of Q3 2020.

  • Douglas Lane & Associates reported no remaining People Inc position as of Q3 2020 after selling out during the quarter.
  • Douglas Lane & Associates sold 6,742 People Inc shares in Q3 2020, an estimated $390K.
  • Douglas Lane & Associates first reported a position in People Inc in Q4 2016 and held it in 15 quarters.
  • Douglas Lane & Associates's People Inc position peaked at $119M in Q3 2018.
  • 475 funds tracked by Wall St. Rank held People Inc as of Q3 2020.

Based on Douglas Lane & Associates's 13F filing for Q3 2020, filed 19 Oct 2020.