Endurance Wealth Management’s People Inc PPLI Stock Holding History

Endurance Wealth 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
2023 Q2	$38K	Hold	731	–	–	0.01%	365
2023 Q1	$31K	Hold	731	–	–	﹤0.01%	394
2022 Q4	$27K	Hold	731	–	–	﹤0.01%	381
2022 Q3	$33K	Hold	731	–	–	0.01%	366
2022 Q2	$46K	Sell	731 -721	-50%	-$50.9K	0.01%	335
2022 Q1	$119K	Sell	1,452 -183	-11%	-$17.8K	0.02%	253
2021 Q4	$175K	Hold	1,635	–	–	0.02%	227
2021 Q3	$175K	Hold	1,635	–	–	0.02%	224
2021 Q2	$206K	Sell	1,635 -822	-33%	-$106K	0.02%	215
2021 Q1	$290K	Buy	2,457 +1,083	+79%	+$134K	0.03%	187
2020 Q4	$142K	Buy	+1,374	New	+$105K	0.02%	231
2020 Q3	–	Sell	-4,197	Closed	-$243K	–	632
2020 Q2	$243K	Hold	4,197	–	–	0.04%	171
2020 Q1	$134K	Buy	+4,197	New	+$166K	0.03%	194

Other funds holding PPLI

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ShawSpring Partners Boston, Massachusetts $232M AUM 27.09% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

FCM

Freshford Capital Management Rye Brook, New York $292M AUM 48.67% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Endurance Wealth Management's PPLI Position: Q2 2023 in Review

Endurance Wealth Management held its People Inc (PPLI) position steady in Q2 2023 at 731 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #365.

Endurance Wealth Management first reported a position in PPLI in Q1 2020 and has held it in 13 quarters since. The position peaked at $290K in Q1 2021. 372 funds tracked by Wall St. Rank hold PPLI as of Q2 2023.

Endurance Wealth Management held 731 shares of People Inc worth $38K as of Q2 2023.
Endurance Wealth Management left its People Inc share count unchanged in Q2 2023.
People Inc made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #365 holding.
Endurance Wealth Management first reported a position in People Inc in Q1 2020 and has held it in 13 quarters since.
Endurance Wealth Management's People Inc position peaked at $290K in Q1 2021.
372 funds tracked by Wall St. Rank held People Inc as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.