Envestnet Portfolio Solutions
PPLI

Envestnet Portfolio Solutions’s People Inc PPLI Stock Holding History

Envestnet Portfolio Solutions’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
Q4 		– Sell
-5,711
Closed -$252K – 1756
2024
Q3 		$252K Buy
5,711
+413
+8% +$17.2K ﹤0.01% 1526
2024
Q2 		$204K Buy
5,298
+240
+5% +$9.92K ﹤0.01% 1584
2024
Q1 		$221K Buy
+5,058
New +$218K ﹤0.01% 1514
2023
Q4 		– Sell
-10,603
Closed -$438K – 1568
2023
Q3 		$438K Buy
+10,603
New +$514K ﹤0.01% 1040

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
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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Envestnet Portfolio Solutions's PPLI Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of People Inc (PPLI) in Q4 2024, closing a stake of 5,711 shares — an estimated $252K sold.

Envestnet Portfolio Solutions first reported a position in PPLI in Q3 2023 and held it in 4 quarters. The position peaked at $438K in Q3 2023. 356 funds tracked by Wall St. Rank hold PPLI as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining People Inc position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 5,711 People Inc shares in Q4 2024, an estimated $252K.
  • Envestnet Portfolio Solutions first reported a position in People Inc in Q3 2023 and held it in 4 quarters.
  • Envestnet Portfolio Solutions's People Inc position peaked at $438K in Q3 2023.
  • 356 funds tracked by Wall St. Rank held People Inc as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.