EFEM
PPLI

Eos Focused Equity Management’s People Inc PPLI Stock Holding History

Eos Focused Equity 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
2022
Q3 		– Sell
-14,463
Closed -$901K – 27
2022
Q2 		$901K Hold
14,463
– – 0.91% 21
2022
Q1 		$1.19M Sell
14,463
-17,638
-55% -$1.71M 1.02% 24
2021
Q4 		$3.44M Hold
32,101
– – 2.68% 16
2021
Q3 		$3.43M Hold
32,101
– – 2.61% 17
2021
Q2 		$4.06M Sell
32,101
-16,147
-33% -$2.09M 3.47% 9
2021
Q1 		$5.7M Hold
48,248
– – 5.19% 4
2020
Q4 		$4.99M Hold
48,248
– – 4.87% 4
2020
Q3 		$3.15M Sell
48,248
-41,883
-46% -$2.87M 3.38% 6
2020
Q2 		$5.21M Hold
90,131
– – 6.09% 4
2020
Q1 		$2.89M Buy
90,131
+16,697
+23% +$661K 4.3% 9
2019
Q4 		$3.27M Buy
+73,434
New +$2.96M 3.5% 11

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 $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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