EP
PPLI

Edgestream Partners’s People Inc PPLI Stock Holding History

Edgestream Partners’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
Q2 		– Sell
-73,635
Closed -$2.78M – 939
2025
Q1 		$2.78M Buy
+73,635
New +$2.69M 0.09% 403
2024
Q3 		– Sell
-19,354
Closed -$744K – 948
2024
Q2 		$744K Buy
19,354
+6,219
+47% +$257K 0.04% 591
2024
Q1 		$575K Buy
+13,135
New +$567K 0.03% 613
2023
Q4 		– Sell
-47,637
Closed -$1.97M – 939
2023
Q3 		$1.97M Buy
+47,637
New +$2.31M 0.16% 196
2020
Q3 		– Sell
-70,295
Closed -$4.06M – 318
2020
Q2 		$4.06M Sell
70,295
-42,419
-38% -$1.88M 0.21% 136
2020
Q1 		$3.61M Sell
112,714
-87,529
-44% -$3.47M 0.33% 95
2019
Q4 		$8.91M Buy
200,243
+143,394
+252% +$5.78M 0.46% 64
2019
Q3 		$2.21M Sell
56,849
-124,258
-69% -$5.31M 0.21% 132
2019
Q2 		$7.04M Sell
181,107
-3,844
-2% -$153K 0.79% 44
2019
Q1 		$6.95M Sell
184,951
-108,886
-37% -$4.03M 1.02% 32
2018
Q4 		$9.61M Buy
293,837
+5,830
+2% +$196K 1.68% 6
2018
Q3 		$11.2M Buy
288,007
+256,639
+818% +$8.33M 1.9% 3
2018
Q2 		$855K Buy
+31,368
New +$859K 0.17% 157

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 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
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Edgestream Partners's PPLI Position: Q2 2025 in Review

Edgestream Partners sold out of People Inc (PPLI) in Q2 2025, closing a stake of 73,635 shares — an estimated $2.78M sold.

Edgestream Partners first reported a position in PPLI in Q2 2018 and held it in 13 quarters. The position peaked at $11.2M in Q3 2018. 345 funds tracked by Wall St. Rank hold PPLI as of Q2 2025.

  • Edgestream Partners reported no remaining People Inc position as of Q2 2025 after selling out during the quarter.
  • Edgestream Partners sold 73,635 People Inc shares in Q2 2025, an estimated $2.78M.
  • Edgestream Partners first reported a position in People Inc in Q2 2018 and held it in 13 quarters.
  • Edgestream Partners's People Inc position peaked at $11.2M in Q3 2018.
  • 345 funds tracked by Wall St. Rank held People Inc as of Q2 2025.

Based on Edgestream Partners's 13F filing for Q2 2025, filed 13 Aug 2025.