EI
PPLI

Ellevest Inc’s People Inc PPLI Stock Holding History

Ellevest Inc’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
2022
Q3 		– Sell
-145
Closed -$9K – 1713
2022
Q2 		$9K Buy
145
+80
+123% +$5.64K ﹤0.01% 905
2022
Q1 		$5K Buy
65
+53
+442% +$5.15K ﹤0.01% 1034
2021
Q4 		$1K Hold
12
– – ﹤0.01% 1284
2021
Q3 		$1K Hold
12
– – ﹤0.01% 1269
2021
Q2 		$2K Sell
12
-6
-33% -$777 ﹤0.01% 1036
2021
Q1 		$2K Hold
18
– – ﹤0.01% 1056
2020
Q4 		$2K Sell
18
-167
-90% -$12.8K ﹤0.01% 972
2020
Q3 		$12K Sell
185
-514
-74% -$35.3K ﹤0.01% 614
2020
Q2 		$40K Buy
699
+190
+37% +$8.44K 0.01% 393
2020
Q1 		$16K Hold
509
– – ﹤0.01% 467
2019
Q4 		$23K Buy
+509
New +$20.5K 0.01% 390

Other funds holding PPLI

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
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
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Ellevest Inc's PPLI Position: Q3 2022 in Review

Ellevest Inc sold out of People Inc (PPLI) in Q3 2022, closing a stake of 145 shares — an estimated $9K sold.

Ellevest Inc first reported a position in PPLI in Q4 2019 and held it in 11 quarters. The position peaked at $40K in Q2 2020. 394 funds tracked by Wall St. Rank hold PPLI as of Q3 2022.

  • Ellevest Inc reported no remaining People Inc position as of Q3 2022 after selling out during the quarter.
  • Ellevest Inc sold 145 People Inc shares in Q3 2022, an estimated $9K.
  • Ellevest Inc first reported a position in People Inc in Q4 2019 and held it in 11 quarters.
  • Ellevest Inc's People Inc position peaked at $40K in Q2 2020.
  • 394 funds tracked by Wall St. Rank held People Inc as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.